EQT appointed as responsible entity for 13 more funds

From

Equity Trustees Limited (EQT) has been appointed Responsible Entity (RE) for thirteen funds managed by Ventura Investment Management Ltd and All Star Funds.  All Star, together with Ventura, is the

continue reading

Performance over time will still beat market volatility

From

Investors’ continuing focus on short-term market volatility is bound to hurt their long-term wealth creation strategies, says Shaun Manuell, chief investment officer at Equity Trustees Limited (EQT).  “It is disconcerting

continue reading

Care needs long term planning

From

When discussing the capital needed for a comfortable retirement, the likely cost of aged care needs to be included in the planning, warns Philip Galagher, head of wealth management at

continue reading

Risk averse investors face capital erosion

From

Shaun Manuell, head of asset management at Equity Trustees Limited, says it is of concern that current commentary about the investor shift to bank deposits does not highlight the capital

continue reading

Retirees caught in generation squeeze

From

Many retiring baby boomers are facing a generation squeeze where they still have elderly parents to worry about as well as children who are financially dependent on them, says Mr

continue reading

2012 to be a better year for advisers

From

While advisers may think they have a lot to be depressed about, what with difficult operating conditions because of tough economic environment and continuing regulatory changes, they shouldn’t lose sight

continue reading

Charitable foundations not only the preserve of the very wealthy

From

While clients may like the idea of setting up a charitable foundation in the name of a loved one, which then makes donations to a charity or good cause forever,

continue reading

Gap between what advisers provide and investors expect needs closing

From

In the debate about adviser remuneration, not enough attention has been paid to improving the understanding of what clients can expect for their money, says Mr Philip Galagher, head of

continue reading

Retirement’s two phases creates new service needs

From

The needs of baby boomers as they transition to retirement could be taking the financial services sector’s attention away from the needs of another age group increasing in size and

continue reading

Number of factors in fiducial responsibility

From

Ensuring they act according to the highest levels of care and duty towards clients is not just a regulatory requirement for financial planners today, it is also sensible risk management

continue reading