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....
Marion Enander and Maria Loyez have been appointed to the senior management team, while the firm has achieved full gender equality at the board and C-suite level. ...
Perpetual has picked up a 75% stake in significant US investment business, Barrow, Hanley, Mewhinney and Strauss....
Nine of Perpetual’s fixed income funds will have their management fees reduced from 1 October, 2020. ...
Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch new ESG offerings in Australia in 2021. ...
Perpetual’s Eric Armbrust will join Elston Asset Management, working with the adviser team on partnerships as the firm plans expansion into Melbourne....
There have been mixed results for major listed financial groups in terms of volatility caused by COVID-19 with banks suffering least while firms such as OneVue and Challe...
Australian Unity chief investment officer, David Bryant, has been appointed as the Australian chief executive of Mercer....
A boutique fund manager has been the best performing Australian equity fund during the 2010s....
Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....
Australian Foundation Investment Company has reduced the number of its total holdings from 85 to 71, selling out of Perpetual and AMP due to ‘sustainable competitive adva...
Perpetual Limited has acquired Priority Life to strength its knowledge and proposition to established wealthy business owners, and medical specialists....
Perpetual has awarded Colchester Global Investors a global sovereign bond mandate as well as inclusion in its private wealth models....
The common theme of the worst performing Australian equity funds was a focus on financial services holdings and little in property....
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Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...
iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...