LONSEC

Funds management

With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...

Financial planning

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

Rate the raters

Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

Funds management

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

Financial planning

ETF specialist BetaShares announced this week that it had been awarded two further ‘Recommended Index' ratings from Lonsec....

Funds management

Following on from poor performance in 2011, emerging markets (EM) equities delivered strong returns over the 2012 calendar year, with the sector expected to grow in promi...

Funds management

Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first rating...

Top 100

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

Editorial

The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...

Editorial

Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...

Funds management

The global infrastructure securities sector has largely recovered from the losses experienced during the global financial crisis, delivering equity-like returns with lowe...

Rate the raters

They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....

Rate the raters

Money Management asked fund managers once again what they thought about the research houses which rate their products....

Editorial

A boutique fund manager won this year’s Money Management/Lonsec Fund Manager of the Year award. Is this a reflection of the way the market is behaving and the nature of t...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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3 months ago

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