EQUITY TRUSTEES

Financial planning

Equity Trustees acquires Holdfast Fund Services....

image
Financial planning

Preliminary discussions on merger but no due diligence....

Financial planning

Strong first half augurs well....

image
Financial planning

Company’s footprint expands....

Editorial

Financial planning problematic....

image
Financial planning

Best result since 1888....

image
Financial planning

French fund manager Credit Agricole has solidified its domestic operation....

Editorial

Equity Trustees has forecast a 66 per cent increase in net operating profit for the current financial year....

image
Financial planning

Abstract Long...

Financial planning

Australian investors are being invited to invest in one of our scarcest resources – water – via a new product launched today by Credit Suisse and Equity Trustees in conju...

Financial planning

Abstract Long...

Financial planning

Additional performance fees on top of already high fees are unjustified at a time when fund manager performance could be classified as average, according to Standard & Po...

Financial planning

Equity Trustees is to act as responsible entity for a new wholesale AXA Rosenberg global equities fund....

Financial planning

Putnam Investments has launched two Australian resident managed investment schemes as part of its strategy to grow its Australian business....

Financial planning

The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago