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EQUITY TRUSTEES
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....
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....
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...