Perpetual increases platform offering
Perpetual has increased the number of options available on its WealthFocus platform to 68.
The company said that it had added seven new investment funds to the WealthFocus menu this week, with the new options including choices across investments, superannuation and pensions.
Perpetual general manager of platforms Gai Ferrington said the announcement was part of an increased emphasis on the platform business as Perpetual sought to offer financial advisers and their clients high quality investment options across the spectrum of asset classes and investment styles.
The new investment funds included on the platform are Australian Unity Mortgage Income, BT Australian Equities, Fidelity Australian Equities, Goldman Sachs JBWere Australian Infrastructure, ING Diversified Fixed Interest, Deutsche Global Equity Thematic and T.Rowe Price International Equities.
AUTHOR
Mike Taylor
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
