POWERED BY MOMENTUM MEDIA
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. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....