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LONSEC
Editorial
While investing offshore is beginning to look attractive once again, even the experts recognise there are potential problems for the unwary among the opportunities, and t...
Editorial
Although they haven’t exactly broken out the champagne, life has become a lot easier for fund managers over the past 12 months. Janine Mace examines the implications for ...
Funds management
Clients’ objectives being lost amid pandemic of short-termism, according to Money Management roundtable participants....
Funds management
Hyperion Asset Management was crowned this year's Money Management/Lonsec Fund Manager of the Year – one of the very few boutiques to have ever been selected as a finalis...
Financial planning
Former Lonsec Stockbroking Services managing director Norman John Graham has been convicted on two charges of insider trading and fined $30,000....
Funds management
This year’s Money Management/Lonsec Fund Manager of the Year awards Rising Star is Itau Unibanco SA - a fund manager which has been operating in its Brazil home market si...
Funds management
Depth across a number of asset classes and strong stock selection in Australian equities, Australian small caps and fixed income has led to Schroder continuing its winnin...
Funds management
Benchmark-unaware with low portfolio turnover, the MFS Concentrated Global Equity Trust (Wholesale) has been named Money Management/Lonsec Fund Manager of the Year in the...
Funds management
The Lonsec/Money Management Fund Manager of the Year Award for responsible investment has gone to Perpetual’s Wholesale Ethical SRI Fund. ...
Funds management
Hyperion Asset Management was last night crowned this year’s Money Management/Lonsec Fund Manager of the Year....
Editorial
As a result of RG79 section D, ‘Avoiding, controlling and disclosing conflicts of interest’, what has your firm changed, or what will it change, in terms of both its busi...
Financial planning
Research houses will embark on a campaign of actively promoting their compliance with conflict of interest requirements before the 1 September deadline imposed by ASIC RG...
Financial planning
Advisers and investment managers need to review existing attitudes to retirement planning if they are to effectively meet the financial needs of the steadily ageing cohor...
Editorial
Market conditions are driving a renewed interest in alternative investments, but a number of practical limitations may be limiting allocations in the retail space. Bela M...
Financial planning
Superfund Wholesale has announced the launch of a new cloud-based app designed to help financial advisers establish SMSFs in 20 minutes or less. ...
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MARKET INSIGHTS
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...