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PERPETUAL
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....
Funds management
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...
Financial planning
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....
Funds management
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%....
Funds management
The gap between the best and worst-performing managers narrowed in the last financial year with the median Australian equity manager outperforming the index. ...
Financial planning
BlackRock, NAB, Westpac and Vanguard are among the other highly-rated financial services organisations, according to Super Recruiters’ Network Investor Perception Ranking...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...