Search Results | Showing 1 - 10 of 41 results for %22Investor Directed Portfolio Services%22 |
| | ... continued highlighting Praemium's strategic measures, including the development of its Investor Directed Portfolio Services (IDPS) set for a 2024 launch, and operational transformation review that's expected to yield cost savings. Praemium expects ... |
| | | Betashares has unveiled a new investment platform for self-directed investors, offering access to any ETF traded on the ASX at zero brokerage, with features for financial advisers on the horizon. The fund manager's new platform - Betashares Direct ... |
| | | ASIC is seeking feedback from the investment management sector as it reviews investor directed portfolio services (IDPS) and IDPS-like schemes, with a focus on remaking sunsetting class orders. ASIC has released Consultation Paper 369 (CP369) Remaking ... |
| | | ... admit or deny the conduct but agreed to a cease-and-desist order, a censure, and a US$4 million fine. "In response to investor demand, advisers like Goldman Sachs Asset Management are increasingly branding and marketing their funds and strategies as ... |
| | | ... their product will reach the target market and have appropriate distribution conditions in place to ensure the product is directed towards the target market." The news comes shortly after the regulator placed similar TMD stop orders on Sydney-based Holon ... |
| | | ... order to have a proper, diversified investment portfolio." Pinnacle Investment Management recently become a cornerstone investor in OpenInvest, backing the firm to the tune of $3 million. |
| | | ... control over how their hard-earned money is invested," Winters said. "Australia has a well-established history of self-directed investing that is in stark contrast with our habit of defaulting into black box super funds. Most people consider the barriers ... |
| | | ... new ways to attract investors. Structuring the Fund [ASX: LPGD] as a quoted fund provides distribution access to broker-directed clients - which in turn can mean access to the $730 billion SMSF market," Equity Trustees global head of business development ... |
| | | ... changes are also applicable to issuers of investment life insurance products, and operators of investor directed portfolio services (IDPSs) and managed discretionary account (MDA) services. "Trustees can choose to opt-in to the regime from 30 September ... |
| | | ... added a managed funds business called Spaceship Voyager in 2018, offering two low-cost equities funds with the average investor a 30-year-old worker. Voyager ended FY20 with stellar returns on both options (its universe portfolio returned 37.39% in the ... |
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