EQUITY TRUSTEES

Financial planning

Equity Trustees (EQT) has named Mercer as its external asset consultant for its retail and institutional business, moving this function to a third party for the first tim...

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Financial planning

Equity Trustees has increased its offer for The Trust Company, dropping its requirement for due diligence access and instead relying on Perpetual’s figures about potentia...

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Funds management

Equity Trustees to front industry referee to comment on trustee market future ...

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People & Products

Former HSBC Global Asset Management chief investment officer Dr Paul Kasian has joined Equity Trustees (EQT) as head of equities....

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Financial planning

The Trust Company (Trust) has been named as a defendant in a case brought in the Federal Court of Australia by a debenture holder of Australian Capital Reserve (ACR)...

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Financial planning

Equity Trustees elevates contest with Perpetual for Trust into a fight ...

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Financial planning

The ACCC is conducting a public review into the proposed merger between Perpetual and The Trust Company....

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Funds management

This year’s Money Management/Lonsec Fund Manager of the Year awards Rising Star is Itau Unibanco SA - a fund manager which has been operating in its Brazil home market si...

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Financial planning

The board of The Trust Company has continued to support Perpetual’s takeover offer for the group, denying Equity Trustees (EQT) the due diligence access it had requested ...

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Financial planning

Equity Trustees claims revised offer better value than Perpetual bid....

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Financial planning

The Trust Company board has unanimously recommended that shareholders support the acquisition proposal by Perpetual, in the absence of a superior proposal....

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Financial planning

Equity Trustees will continue with its efforts to acquire The Trust Company - despite Perpetual making an offer to wholly acquire the latter at a higher price than that p...

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Financial planning

Perpetual has made an offer to acquire The Trust Company, after Equity Trustees’ bid was deemed too low. ...

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Financial planning

Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....

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People & Products

Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer, pending the outcome of EQT’s take-over bid for The Trust Company....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago