PERPETUAL PRIVATE

Features

Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds. ...

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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MARKET INSIGHTS

Adnan

It is fascinating to see that this year - 2 funds (Mine Super & CFS FirstChoice Employer Super) which failed APRA Perfor...

1 day 10 hours ago
Mitch VB

Thanks for providing us even more work in educating clients on the growth/ defensive splits of all these "top" performer...

1 day 10 hours ago
JohnM

Why would you do that for? It would be a case of the same circus, different clowns....

1 day 16 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

1 week 1 day ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks 4 days ago

ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate....

1 week 4 days ago