Perpetual Asset Management Australia has indicated it will launch active exchange traded funds this year, as the firm benefitted from the shift to value investing....
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...
Jacaranda Financial Planning, a Sydney and Melbourne-based boutique wealth advisory firm with almost $1 billion in funds under advice, has been acquired by Perpetual....
The last quarter of the financial year saw the investment manager’s assets under management rise to $98.3 billion, and its funds under advice increase 6%....
The gap between the best and worst-performing managers narrowed in the last financial year with the median Australian equity manager outperforming the index. ...
BlackRock, NAB, Westpac and Vanguard are among the other highly-rated financial services organisations, according to Super Recruiters’ Network Investor Perception Ranking...
Ben Daly and Nicole Aubrey have been appointed to distribution roles in Australia. ...
Exposure to pandemic-specific stocks such as Zoom and vaccine manufacturer Moderna have helped the Baillie Gifford Global Growth fund become the best-performing global eq...
The move comes as Perpetual sought a new custodian and administrator after RBC decided to leave the Australian market....
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
Perpetual Limited has flagged its preparedness to further grow Perpetual Private via bolt-on acquisitions....
Cathy Doyle will be the new chair of the superannuation and wealth management recruitment firm. ...
Equity, bond and multi-asset sectors all saw high volumes of 1 Crown-rated funds in the latest FE fundinfo Crown Ratings rebalance. ...
While planners are less optimistic about domestic stocks they are more likely to advise clients to invest their excess cash rather than reduce exposure to markets, accord...
Lonsec has announced it has made two senior hires in its research team to deepen support broader growth across the business....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...