EQUITY TRUSTEES
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....
People & Products
Equity Trustees has strengthened its focus on Western Australia and added resources to New South Wales business development for funds management, with the appointment of ...
Editorial
Equity Trustees has reported no change in profit for the past financial year but growth in its private clients push....
Financial planning
Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...
Financial planning
Morningstar has issued an 'avoid' rating to a fund that returned 120 per cent last year, reinforcing its message that past performance is no guarantee of future success....
Rate the raters
After a disastrous 2008, fund managers staged a dramatic recovery last year. Chris Kennedy takes a look at fund manager performance in 2009 and the factors that prompted ...
Financial planning
Janus Capital has launched the Global 130-30 Unit Trust, with Equity Trustees appointed as the responsible entity....
Financial planning
A strong December quarter sees Equity Trustees post a better than forecast half-year result....
Editorial
Equity Trustees points to half-year profit being up to 20 per cent lower than last year....
People & Products
Peter Williams will continue in the role until a new managing director is appointed....
Editorial
Equity Trustees has signalled that its profit could be as much as 25 to 30 per cent lower this financial year after reporting a 19.1 per cent decline for the half year....
Financial planning
Steadying emerging markets provide profit opportunities while sustained rallies in US and Asian equities may erase losses in market averages, according to Putnam....
Financial planning
New net FUM positive for the year....
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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...