PERPETUAL
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...
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. ...
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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...