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LONSEC
Financial planning
Lonsec and Zenith hand “recommended” rating to Perpetual LIC....
Financial planning
van Eyk’s creditors have voted to liquidate the company, as papers are drawn up for two potential buyers. ...
Funds management
Responsible investment is giving investors more than a warm fuzzy feeling inside, according to research house, Lonsec....
Financial planning
Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....
Financial planning
Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...
Rate the raters
Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s winner, Morningstar, writes Nicholas O’Donoghue. ...
Financial planning
Leading the way after the first part of the Money Management Rate the Raters survey, Lonsec's place as the number one research house was put under pressure when the deale...
Superannuation
The Age Pension should be regarded as a Government backed annuity with inflation linked increases that provides an income floor according to research released by Lonsec I...
Funds management
Lonsec’s parent company has announced a review and the possibility of a strategic partner taking a minority stake....
Financial planning
AREITs have performed well for the past 12 months but still hold concentration risk across a range of funds according to research house Lonsec....
Funds management
The fragile state of emerging markets creates a strong case for employing specialist investment managers, according to Lonsec. ...
Financial planning
Specialist financial services companies and larger banks are looking to grow their separate managed account (SMA) businesses over the next two years....
Funds management
Investors are being warned against specifically targeting asset classes that provide tangible income at an attractive rate without taking into account the need for versif...
Rate the raters
While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...
Editorial
While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...