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PERPETUAL PRIVATE
Financial planning
The financial advice and investment services firm has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private, with the firm...
Features
Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds. ...
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...
People & Products
Perpetual Private is launching a new team dedicated to family office clients, which will be led by Nick Lipscombe....
Financial planning
Perpetual Limited has flagged its preparedness to further grow Perpetual Private via bolt-on acquisitions....
Financial planning
The most senior executives and members of the board have announced a belt-tightening in the face of COVID-19 but the company’s recruitment of new advisers has kept Perpet...
Financial planning
Perpetual believes its wealth business, Perpetual Private, is positioned for growth despite a full-year decline in profit....
Financial planning
Perpetual, which has posted weaker results for 1H19, has announced its readiness to expand its focus beyond value investing and adopt a boutique-like management style....
People & Products
Perpetual Private has appointed Andrew Parker as senior adviser in its Adelaide office. ...
Financial planning
Almost all Australians balancing family responsibilities and financial wellbeing believe they’re better off because of financial advice, according to a new Perpetual stud...
Financial planning
Perpetual has reported a three per cent growth in its net profit after tax for the six months, with an interim dividend of 135 cents per share....
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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...