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PERPETUAL
Funds management
From infringement notices to interim stop orders, Money Management reviews the biggest companies that were put under the microscope by the corporate regulator....
Funds management
Only half of the cost synergies proposed by the Pendal/Perpetual acquisition are likely to be achieved, according to Morningstar, but combined FUM could reach $283 billio...
People & Products
Perpetual has announced the notional appointment of the executive committee that will lead the combined group following the proposed acquisition of Pendal....
Financial planning
There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....
Funds management
The acquisition of Pendal by Perpetual will bring client and staff attrition risk as it creates a $201 billion fund manager, according to research house IBISWorld, but th...
Funds management
Perpetual, which is in talks to acquire Pendal, has seen a “change in the mix of AUM” with strong inflows coming from its intermediary channel in Perpetual Asset Manageme...
Funds management
Perpetual and Pendal have confirmed they are in discussion about a potential acquisition after Pendal rejected a bid earlier this year....
People & Products
Perpetual Asset Management has launched a global active exchange traded managed fund, its third since last November....
Financial planning
Pendal has delivered solid earnings for the half year, following its rejection of Perpetual’s acquisition bid in April....
Funds management
Pendal’s Australian funds under management have declined by 3.8% in the March quarter as a result of portfolio adjustments and investment performance. ...
Funds management
Pendal has rejected a bid from Perpetual as it believes it is not in members’ best interest and significantly undervalues the company....
Features
With the traditional demographic of ETF investors changing to include more young and female investors, providers are changing the type of products they are launching, wri...
Funds management
Perpetual has announced that its total assets under management stood at $102.8 billion in Q2, up 1.8% on the prior period, with all divisions showing growth....
People & Products
The acquisition of the specialist debt business would include a fixed income digital platform as Perpetual expands its digital presence. ...
Funds management
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...