EQUITY TRUSTEES

Financial planning

Boutique fund incubator Equity Trustees has gotten off to an exceptional start for the 2005-06 financial year, having posted a 190 per cent increase in net fund inflows f...

Financial planning

A decision by fund incubator Equity Trustees to take a more active management approach has prompted research house Standard and Poor’s (S&P) to give four of its funds an ...

Financial planning

Fund incubator and private client services company Equity Trustees put their highly publicised woes of 2003 further behind them yesterday by announcing a net annual profi...

Financial planning

Fledging financial services software company Bravura Solutions added Syscorp to its takeover menu today as well as finalising the acquisition of another major software pr...

Financial planning

ANZ Trustees is set to merge with Melbourne-based Equity Trustees after the pair signed a heads of agreement that will produce Australia’s third largest trustee company a...

Financial planning

Some small cap funds have reopened their doors in recent times, but others think the sector is on the way down. Liam Egan reports....

Financial planning

Equity Trustees is to re-open its EQT Small Companies Fund to retail investors following an 18 per cent growth in the S&P/ASX Small Ordinaries Accumulation Index since th...

Financial planning

Melbourne-based boutique hedge fund firm K2 Asset Management has announced plans to close its Australian absolute return fund to avoid triggering potential capacity and l...

People & Products

Melbourne-based boutique property fund manager SG Hiscock has launched a domestic equities investment division and hired former HSBC Asset Management head of Australian e...

Financial planning

Small cap funds do not always perform better after closing despite this often being the justification for closing a fund to new investments, according to findings release...

Financial planning

In only its second year, the Money Management/Tribeca Communications Business Development Manager (BDM) of the Year Award has attracted enormous interest from the industr...

Financial planning

Equity Trustees Funds Management is sometimes seen as a manager of a number of boutique fund managers, however, the relationships go a lot deeper....

Financial planning

Equity Trustees is on track to post a strong profit result later this year after turning round its half yearly performance with an after-tax profit of $1.2 million for th...

People & Products

United Funds Management has appointed former Equity Trustees national distribution manager Stan Bates and will now vigorously seek to grow its funds management and instit...

Financial planning

Trust has signed a heads of agreement with wealth management software provider Syscorp that will see Trust extend its use of Syscorp’s services to administer its custody ...

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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