PERPETUAL

Financial planning

Count Financial chief executive, David Lane has been recruited by Perpetual as group executive, Perpetual Investments....

Funds management

Perpetual has today announced the promotion of Vince Pezzullo to the position of deputy head of equities, effective immediately....

People & Products

Former ASIC chairman, Tony D’Aloisio has been named to succeed Peter Scott as chairman of Perpetual Limited....

People & Products

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

Funds management

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

People & Products

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

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....

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....

Tools & guides

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

Financial planning

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

Funds management

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

People & Products

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

Accounting

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

Funds management

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

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

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

4 months 3 weeks ago

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

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week 2 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week 3 days ago