PERPETUAL

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....

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People & Products

The acquisition of the specialist debt business would include a fixed income digital platform as Perpetual expands its digital presence. ...

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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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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...

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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....

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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%....

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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. ...

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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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People & Products

Ben Daly and Nicole Aubrey have been appointed to distribution roles in Australia. ...

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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...

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Funds management

The move comes as Perpetual sought a new custodian and administrator after RBC decided to leave the Australian market....

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Funds management

Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...

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Financial planning

Perpetual Limited has flagged its preparedness to further grow Perpetual Private via bolt-on acquisitions....

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People & Products

Cathy Doyle will be the new chair of the superannuation and wealth management recruitment firm. ...

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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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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 15 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 16 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 16 hours ago

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

9 months 3 weeks 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 1 week ago

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

9 months 3 weeks ago