EQUITY TRUSTEES
Financial planning
As the financial planning industry moves towards a fee-for-service environment, there is a pressing need to ensure clients understand exactly what they are paying for, ac...
Financial planning
Equity Trustees (EQT) has confirmed the acquisition of the OAMPS superannuation fund and a new superannuation growth initiative known as simpleWrap....
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...