LONSEC
Funds management
Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds....
Financial planning
Licensees are figuring out how to navigate the annual superannuation performance test to avoid any clients being stuck in affected funds and whether they need to start ru...
Funds management
More than 20 winners from the funds management industry have been crowned at this year’s awards....
Financial planning
AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....
Financial planning
Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ...
Funds management
Over 90 finalists have been chosen to compete at the 36th annual Fund Manager of the Year Awards, to be held in Sydney on 13 June....
Funds management
“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client po...
People & Products
The research house has joined this year’s awards as a research partner and will bring its experience to the awards by selecting the group award finalists....
People & Products
Following the departure of Lukasz de Pourbaix in April, Lonsec has appointed a new chief investment officer and executive director....
People & Products
Former Lonsec chief investment officer, Lukasz de Pourbaix, has joined asset manager Fidelity International. ...
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 ...
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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...