PERPETUAL

People & Products

Perpetual Corporate Trust has announced two key internal promotions in a bid to support the ongoing expansion of its corporate trustee business....

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Funds management

The most volatile Australian managed funds have generated the best returns in their class over three years, according to Money Management. ...

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People & Products

Perpetual's private business-focused Fordham Business Advisors has substantially grown its team....

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Financial planning

Advisers were spending 30 hours a week on administration but only nine hours meeting clients face-to-face despite a desire to meet clients more....

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Funds management

Perpetual (Asia) will act as a trustee for a Singapore REIT for a $900 million IPO of an Australian REIT, which will list on the Singapore Exchange today....

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Tools & guides

Catherine Chivers looks at the key changes and potential Budget 2016 impacts on superannuation and taxation of small businesses....

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Financial planning

Perpetual has launched a new native title and community trust to strengthen relationships with Aboriginal and Torres Strait Islander community clients....

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Funds management

Perpetual’s global share fund crystallises profits, buys into media stocks and holds more cash than the average global share fund. ...

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People & Products

Perpetual Investments has promoted Josh Phillips internally to add to its global equities team, who will cover consumer, discretionary and other areas....

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Accounting

Perpetual Private has entered into a partnership with a law firm aimed at helping accountants navigate the firm’s full licensing offer....

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Funds management

Despite Perpetual recording strong profits in 1H15, its business units took a hit due to volatile equity markets. ...

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Funds management

Perpetual has posted a strong profit after tax of $12.9 million in the face of low interest rates and increased market volatility....

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People & Products

Perpetual Corporate Trust has recruited State Street’s Hugh Treweeke as Head of RE Services....

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Funds management

Perpetual Investments’ Diversified Real Return Fund has surpassed its target of CPI plus five per cent while delivering low volatility compared to the ASX 200 over the la...

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Funds management

Perpetual Limited is starting 2016 on a high after seeing its FUM rise by $2.5 billion to $30.9 billion in the second quarter of the financial year....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago