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EQUITY TRUSTEES
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...
Financial planning
The Standard & Poor's Fund Services 2012 Mortgage Fund Sector Review has been reduced to just three managers following a number of withdrawals, but those that remained al...
Superannuation
Equity Trustees is planning to target small to medium corporate superannuation funds with a sophisticated investment and services offering, with basic MySuper investment ...
Financial planning
Equity Trustees' Mortgage Income Fund has been added to the menu of Austock Life's Imputation Bond offering....
Superannuation
Equities Trustees head of wealth management Philip Galagher says capital and income requirements for aged care need to be included in retirement planning....
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....
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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 ...