LONSEC
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. ...
Financial planning
The finalists for the Money Management/Lonsec 2013 Fund Manager of the Year Awards have been announced, with two new categories added to the list....
Funds management
Small caps returns were abysmal in 2011 and restrained in 2012 but conditions in 2013 should lead investors to revisit small cap allocations, Lonsec says....
Financial planning
Former Lonsec managing director Norm Graham pleads guilty to insider trading charges....
Funds management
Financial adivsers must understand the interplay between different client objectives and how they impact each other, according to Lonsec’s Lukasz de Pourbaix....
Editorial
With government balance sheets around the world in disarray and pressure to continue to build and upgrade infrastructure, the growth outlook for the sector is looking goo...
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Podcast
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...