POWERED BY MOMENTUM MEDIA
PERPETUAL
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....
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....
Tools & guides
Catherine Chivers looks at the key changes and potential Budget 2016 impacts on superannuation and taxation of small businesses....
Financial planning
Perpetual has launched a new native title and community trust to strengthen relationships with Aboriginal and Torres Strait Islander community clients....
Funds management
Perpetual’s global share fund crystallises profits, buys into media stocks and holds more cash than the average global share fund. ...
People & Products
Perpetual Investments has promoted Josh Phillips internally to add to its global equities team, who will cover consumer, discretionary and other areas....
Accounting
Perpetual Private has entered into a partnership with a law firm aimed at helping accountants navigate the firm’s full licensing offer....
Funds management
Despite Perpetual recording strong profits in 1H15, its business units took a hit due to volatile equity markets. ...
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....
People & Products
Perpetual Corporate Trust has recruited State Street’s Hugh Treweeke as Head of RE Services....
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...
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....
Funds management
BNP Paribas Investment Partners’ institutional business chief executive, David Kiddie, will return to Australia in 2016 to lead Perpetual Investments....
Financial planning
Perpetual will continue to expand its advice services for medical specialists through its acquisition of Fintuition....
Accounting
Most accountants have not started their licence application or made a decision on what SMSF licensing path to pursue, according to a survey....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...