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EQUITY TRUSTEES
Editorial
Having clients believe that placing money in bank deposits constitutes investing will have a detrimental effect on both the financial advice industry and the end consumer...
Funds management
Equity Trustees says current talk about investors shifting to bank deposits is not focusing on the capital risk associated for long-term investors....
Financial planning
The Trustee Corporations Associations of Australia has folded into the Financial Services Council to grow its membership base....
Financial planning
Equity Trustees has reported an increase in net profit after tax to $3.9 million for the six months to 31 December 2011....
Financial planning
Equity Trustees has reported an increase in net profit after tax to $3.9 million for the six months to 31 December 2011....
Financial planning
There are a number of positives that will make 2012 a good year for financial advisers despite a tough economic environment, according to Equity Trustees (EQT) head of we...
People & Products
Kevin Eley has joined Equity Trustees as a non-executive director and a member of the audit and compliance committee....
Financial planning
Perpetual and AXA's decision to wind up their mortgage funds would result in increasingly limited choices for investors in this sector, according to Equity Trustees portf...
Superannuation
Retail investments have recorded the worst performance across the retirement incomes sector over the year to June 2011, losing more than $10.6 billion in funds under mana...
Financial planning
Partners Group launches new global private equity product....
Financial planning
Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...
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 ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...