PERPETUAL PRIVATE

Funds management

Perpetual Private has recorded net flows of $783 million, which includes over $400 million from its adviser growth strategy, but Perpetual Limited’s net profits after tax...

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People & Products

Perpetual Private is launching a new team dedicated to family office clients, which will be led by Nick Lipscombe....

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Financial planning

Perpetual Limited has flagged its preparedness to further grow Perpetual Private via bolt-on acquisitions....

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Financial planning

The most senior executives and members of the board have announced a belt-tightening in the face of COVID-19 but the company’s recruitment of new advisers has kept Perpet...

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Financial planning

Perpetual believes its wealth business, Perpetual Private, is positioned for growth despite a full-year decline in profit....

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Financial planning

Perpetual, which has posted weaker results for 1H19, has announced its readiness to expand its focus beyond value investing and adopt a boutique-like management style....

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People & Products

Perpetual Private has appointed Andrew Parker as senior adviser in its Adelaide office. ...

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Financial planning

Almost all Australians balancing family responsibilities and financial wellbeing believe they’re better off because of financial advice, according to a new Perpetual stud...

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Financial planning

Perpetual has reported a three per cent growth in its net profit after tax for the six months, with an interim dividend of 135 cents per share....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 19 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 20 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 19 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago