All Articles tagged with 'Equity Trustees'

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2012 to be a better year for advisers

From Equity Trustees

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

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02 Dec 2011

Charitable foundations not only the preserve of the very wealthy

From Equity Trustees

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,

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20 Oct 2011

Gap between what advisers provide and investors expect needs closing

From Equity Trustees

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

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29 Sep 2011

Retirement’s two phases creates new service needs

From Equity Trustees

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

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10 Aug 2011

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]