PERPETUAL

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. ...

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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...

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People & Products

Lonsec has announced it has made two senior hires in its research team to deepen support broader growth across the business....

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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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Funds management

Perpetual has picked up a 75% stake in significant US investment business, Barrow, Hanley, Mewhinney and Strauss....

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Funds management

Nine of Perpetual’s fixed income funds will have their management fees reduced from 1 October, 2020. ...

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Funds management

Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch new ESG offerings in Australia in 2021. ...

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People & Products

Perpetual’s Eric Armbrust will join Elston Asset Management, working with the adviser team on partnerships as the firm plans expansion into Melbourne....

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Funds management

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...

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People & Products

Australian Unity chief investment officer, David Bryant, has been appointed as the Australian chief executive of Mercer....

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Funds management

A boutique fund manager has been the best performing Australian equity fund during the 2010s....

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Financial planning

Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....

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Funds management

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...

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Financial planning

Perpetual Limited has acquired Priority Life to strength its knowledge and proposition to established wealthy business owners, and medical specialists....

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Funds management

Perpetual has awarded Colchester Global Investors a global sovereign bond mandate as well as inclusion in its private wealth models....

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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

1 hour ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

6 hours ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago