PERPETUAL

People & Products

Perpetual's private business-focused Fordham Business Advisors has substantially grown its team....

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Financial planning

Advisers were spending 30 hours a week on administration but only nine hours meeting clients face-to-face despite a desire to meet clients more....

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Funds management

Perpetual (Asia) will act as a trustee for a Singapore REIT for a $900 million IPO of an Australian REIT, which will list on the Singapore Exchange today....

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Tools & guides

Catherine Chivers looks at the key changes and potential Budget 2016 impacts on superannuation and taxation of small businesses....

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Financial planning

Perpetual has launched a new native title and community trust to strengthen relationships with Aboriginal and Torres Strait Islander community clients....

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Funds management

Perpetual’s global share fund crystallises profits, buys into media stocks and holds more cash than the average global share fund. ...

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People & Products

Perpetual Investments has promoted Josh Phillips internally to add to its global equities team, who will cover consumer, discretionary and other areas....

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Accounting

Perpetual Private has entered into a partnership with a law firm aimed at helping accountants navigate the firm’s full licensing offer....

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Funds management

Despite Perpetual recording strong profits in 1H15, its business units took a hit due to volatile equity markets. ...

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Funds management

Perpetual has posted a strong profit after tax of $12.9 million in the face of low interest rates and increased market volatility....

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People & Products

Perpetual Corporate Trust has recruited State Street’s Hugh Treweeke as Head of RE Services....

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Funds management

Perpetual Investments’ Diversified Real Return Fund has surpassed its target of CPI plus five per cent while delivering low volatility compared to the ASX 200 over the la...

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Funds management

Perpetual Limited is starting 2016 on a high after seeing its FUM rise by $2.5 billion to $30.9 billion in the second quarter of the financial year....

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Funds management

BNP Paribas Investment Partners’ institutional business chief executive, David Kiddie, will return to Australia in 2016 to lead Perpetual Investments....

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Financial planning

Perpetual will continue to expand its advice services for medical specialists through its acquisition of Fintuition....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 5 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 4 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 3 days ago