EQUITY TRUSTEES
Financial planning
Money is starting to move out of term deposits and other cash deposits and into equities and bonds, according to Equity Trustees head of corporate fiduciary and financial...
Financial planning
Responsible entities (REs) for managed funds should be subject to a two-tiered regulation process that weeds out those that do not have the skill set to assess complex pr...
Financial planning
Estate planning is more than just writing a Will and certainly isn’t something that should be left until the last minute, writes Anna Hacker....
Financial planning
Equity Trustees has signed up to specialist cross-border transaction network Calastone....
Financial planning
Ratings house Lonsec has awarded Equity Trustees Limited's Australian equities fund, the EQT Wholesale Flagship Fund, a "recommended" rating....
People & Products
Equity Trustees (EQT) has continued to build out its business development team with the appointment of Alex Keen as key account manager for NSW....
Financial planning
Financial advisers are well-placed to assist clients through the estate planning process, but the complexity of drafting a binding Will may require more technical and com...
Editorial
Equity Trustees Limited has recorded a slight profit growth, up to $8.4 million for the 2012 financial year, following the incorporation of its aged care advisory busines...
People & Products
Former Zurich Investments business development manager Caitriona Wortley has joined Equity Trustees Limited as key account manager - NSW....
Editorial
Equity Trustees (EQT) posts a 10 per cent increase in total revenue, driven largely by acquisitions over the past year....
People & Products
Equity Trustees Limited has appointed Anne O'Donnell as non-executive chairman of its superannuation business....
Superannuation
MySuper may be the factor which sees retail funds beat industry funds on price....
Superannuation
Equity Trustees combines its superannuation and private clients' business units to form Private Wealth Solutions....
Editorial
In order to bring back the appeal of managed funds, Australia needs to comply with the newly created international standards on managed fund structures, according to Harv...
Financial planning
Equity Trustees (EQT) has recruited former Financial Services Partners chief executive Geoff Rimmer to head up its newly-created Private Wealth Services division, effecti...
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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...