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LONSEC
Financial planning
A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter. ...
People & Products
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff....
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....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...