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PERPETUAL
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...
People & Products
Ben Daly and Nicole Aubrey have been appointed to distribution roles in Australia. ...
Funds management
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...
Funds management
The move comes as Perpetual sought a new custodian and administrator after RBC decided to leave the Australian market....
Funds management
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
Financial planning
Perpetual Limited has flagged its preparedness to further grow Perpetual Private via bolt-on acquisitions....
People & Products
Cathy Doyle will be the new chair of the superannuation and wealth management recruitment firm. ...
Funds management
Equity, bond and multi-asset sectors all saw high volumes of 1 Crown-rated funds in the latest FE fundinfo Crown Ratings rebalance. ...
Financial planning
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...
People & Products
Lonsec has announced it has made two senior hires in its research team to deepen support broader growth across the business....
People & Products
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. ...
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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...