In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Pengana Capital has received two ratings for its international funds after being put ‘on hold’ and seeing redemptions following the departure of two portfolio managers....
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
Outsider loves it when old bands get back together but acknowledges that not all the fans appreciate a trip down memory lane....
The ratings house has appointed former Xplore Wealth chief executive Mike Wright into the role....
Samantha Woodham from Morningstar and Jeremy Weber from Lonsec have been appointed to the firm’s distribution team....
The Australian Microcap fund has been added to the BT Panorama and BT Wrap platforms....
Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lons...
Peter Green has been appointed sector manager for Australian equities and will be responsible for leading Lonsec’s coverage of Australian equity managed fund products. ...
The firm which has taken a 37% $20 million stake in Lonsec has acknowledged the perceptions risk entailed in a research house sitting alongside a managed accounts busines...
Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....
While environmental, social, and governance integration in a fund might sound good, it often fails to meet investor expectations....
Lonsec has announced it has made two senior hires in its research team to deepen support broader growth across the business....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...