CHARLIE HAYNES

Policy & Regulation

Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...

Financial planning

Financial advisers will be able to identify which ‘sustainable’ products would align with their clients’ values....

People & Products

Lonsec has announced key changes to its research team including the appointment of Lorraine Robinson as its news executive director, Lonsec Research....

Superannuation

Research and ratings house, Lonsec has launched a Super Asset Allocation comparison tool aimed at cutting through the contradictions of what represents a ‘balanced’ super...

People & Products

The rapid growth of Lonsec’s managed accounts offering has prompted the research house to make a key business development hire....

Financial planning

Research and ratings house, Lonsec has made a strategic offer to advice licensees to take control of their managed account portfolios....

People & Products

The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....

People & Products

The research house has appointed Rob Hardy to the newly created role of executive director of sales and marketing....

People & Products

Lonsec has appointed former Paragem founder, Charlie Haynes as the new Group chief executive officer and Paragem co-founder, Ian Knox as a director of the Board. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 13 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo