POWERED BY MOMENTUM MEDIA
EQUITY TRUSTEES
Editorial
Take-over target, Trust Company, has booked a solid profit and points to promising outlook. ...
Financial planning
An increasing number of financial planners want to take a more active role in estate planning for their clients. Here’s what they should do, writes Anna Hacker. ...
Financial planning
Equity Trustees is planning to grow its internal and external distribution base and has recruited a new national manager of advice and personal services....
Financial planning
Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....
Financial planning
Equity Trustees writes to Trust Company shareholders claiming the company’s private client business has been underperforming....
Financial planning
Planning firms need to get better at transitioning clients to a new adviser when the original adviser retires, says Equity Trustees head of private wealth Geoff Rimmer....
People & Products
Equity Trustees has grown its distribution team with the appointment of Ron Grima as Queensland key account manager....
Editorial
Equity Trustees talks up Trust Company bid on back of strong profit announcement....
Financial planning
Equity Trustees confirms its bid for Trust Company Limited had followed earlier failed discussions....
Financial planning
Equity Trustees will make an off-market takeover offer for the Trust Company....
Financial planning
People need to treat estate planning like any other insurance policy, according to 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....
Never miss the latest news and developments in wealth management industry
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...