LONSEC
Editorial
Increasing a client’s exposure to risk may start with a fixed income allocation, but the asset class is now fraught with complexity. Janine Mace explains....
Financial planning
Regal Funds Management has selected S&P Capital IQ for the provision of analytical tools, market data and proprietary content, which the fund manager said would support i...
Financial planning
Ratings house Lonsec has upgraded its rating on the Bennelong ex-20 Australian Equities Fund to 'recommended'....
People & Products
Former Standard & Poor's Fund Service staffer David Erdonmez will join Lonsec as general manager - managed funds research....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Funds management
The past 12 months have been a struggle for emerging market investors, with returns suffering as a result of the shrinking risk appetite of equity investors....
Editorial
This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...
Editorial
Timing is everything – and savvy investors are exploring the industry’s intricacies before dishing the dosh to active managers to get results. Janine Mace adjudicates. ...
Editorial
Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...
People & Products
With plans to build its exchange-traded fund capabilities in Australia, State Street Global Advisers has appointed Amanda Skelly as head of SPDR ETFs....
Superannuation
A SMSF-friendly structured product giving investors a lower threshold to break-even over a three-year period has been launched by Instreet....
Funds management
Active fund managers hold the key to potentially strong returns in an index-hugging Australian listed property trust securities sector, according to Lonsec's recent secto...
Funds management
Despite infrastructure securities being a relatively immature sector, Lonsec has increased its conviction in this area as investment managers have shown they can meet abo...
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
Financial planning
The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...
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MARKET INSIGHTS
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...