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LONSEC
Funds management
Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios....
People & Products
Following Lonsec’s acquisition of Implemented Portfolios in 2022, the research partner has announced the newly created role of executive director adviser sales and servic...
People & Products
Lukasz de Pourbaix, executive director of Lonsec Investment Solutions and chief investment officer, is set to depart the firm in mid-June. ...
People & Products
Lonsec has integrated its Lonsec Investment Solutions business with Implemented Portfolios Limited’s managed account solutions to offer a broader suite of investment opti...
Financial planning
The investment research portal has been appointed the mandated research provider and would commence a bespoke onboarding program for advisers across the InterPrac dealer ...
People & Products
Research house Lonsec has made several appointments following its acquisition of Implemented Portfolios including a new hire from HUB24....
Financial planning
Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...
People & Products
Lonsec has added to Netwealth’s Global Specialist Series Managed Account range, by launching Lonsec GSS Index Plus....
People & Products
Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...
Funds management
It is important to consider geopolitics within ESG but fund managers should be wary of letting their views be too swayed by politics, according to Stewart Investors, Davi...
Funds management
Data from research house Lonsec supports the view that a value rotation is well underway with value funds significantly outperforming growth....
Financial planning
Research house Lonsec has partnered with cryptocurrency fund manager Monochrome Asset Management, indicating financial advisers are becoming more open to using the asset ...
People & Products
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Funds management
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....
Rate the raters
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
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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...