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EQUITY TRUSTEES
Financial planning
Recent industry upheaval has resulted in plenty of small and medium sized dealer groups looking for a quiet exit through a sale to an institution, according to Equity Tru...
Financial planning
A high level of fiduciary care towards clients is not just a regulatory requirement, but sensible risk management for advisers as well, according to Equity Trustees head ...
Superannuation
Many financial planners belonging to the baby-boomer generation will retire around the same time as the majority of their clients, creating a greater need for well though...
People & Products
Equity Trustees has appointed John Terlikar to manage its EQT Mortgage Income Fund in the lead-up to the retirement of the incumbent, Joe Aszodi....
Financial planning
A clear separation of the responsible entity (RE) from the fund manager and product promoter will increase investor protection significantly, according to Equity Trustees...
Financial planning
ASIC has been urged to move promptly on instituting successor arrangements on responsible entities (REs)....
Financial planning
Investing in the Standard & Poor's/ASX Small Ordinaries Accumulation Index returned solid dividends for many investors last year, but you had to be in the right place at ...
Financial planning
Standard & Poor's Fund Services (S&P) has placed two AMP Capital Investors (AMPCI) funds and the Equity Trustees (EQT) SGH Wholesale Absolute Return Trust (ART) 'on hold'...
People & Products
Equity Trustees (EQT) has appointed its head of marketing Philip Galagher to head up its private clients wealth management business....
People & Products
Equity Trustees has continued to strengthen its recently restructured corporate fiduciary and financial services division with the creation of the roles of national manag...
People & Products
Equity Trustees appoints new IT head to implement long-term plan....
Financial planning
Equity Trustees restructures to better accommodate responsible entity issues....
Financial planning
Equity Trustees restructures to increase Responsible Entity servicing....
Financial planning
Platforms are taking a bigger slice of the investment value chain than they deserve, according to the head of asset management at Equity Trustees, Shaun Manuell....
Financial planning
Equity Trustees adds OAMPS Super Fund to its stable, boosting FUM and its broader product offering....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...