LONSEC

Funds management

A former director of research house Lonsec has joined the board of GDG as a non-executive director....

Financial planning

Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved....

Financial planning

A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....

Funds management

Lonsec chief investment officer, Nathan Lim, has reminded advisers and clients that attempting to time the market to combat volatility this week could be costly to portfo...

Funds management

Generation Development Group has shared the outcome of its EGM regarding its plans to fully acquire Lonsec through remaining shares....

Funds management

Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds....

Financial planning

Licensees are figuring out how to navigate the annual superannuation performance test to avoid any clients being stuck in affected funds and whether they need to start ru...

Funds management

More than 20 winners from the funds management industry have been crowned at this year’s awards....

Financial planning

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....

Financial planning

Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ...

Funds management

Over 90 finalists have been chosen to compete at the 36th annual Fund Manager of the Year Awards, to be held in Sydney on 13 June....

Funds management

“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client po...

People & Products

The research house has joined this year’s awards as a research partner and will bring its experience to the awards by selecting the group award finalists....

People & Products

Following the departure of Lukasz de Pourbaix in April, Lonsec has appointed a new chief investment officer and executive director....

People & Products

Former Lonsec chief investment officer, Lukasz de Pourbaix, has joined asset manager Fidelity International. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 2 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 days 14 hours ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

2 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

1 week 5 days ago