LONSEC
Financial planning
The UBS small caps fund might have lost its competitive edge with the departure of its previous managers John Campbell and Jeremy Bendeich, according to a report publishe...
Financial planning
Premium China Funds Management has withdrawn its funds from S&P's ratings services in response to S&P's impending withdrawal from Australian funds research....
Financial planning
ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....
Financial planning
ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....
Financial planning
Lonsec has flagged the launch of a tool to help financial advisers create SOAs....
Editorial
In this excerpt from Lonsec’s Australian Equities Large Cap Sector review, Lin Ngin writes the last 12 months have seen unusual trends emerge in the Australian equities l...
Financial planning
Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...
Financial planning
Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...
Financial planning
Russell Investments has this week trumpeted the fact that, for a second year in a row, its multi-manager funds have been accorded a 'highly recommended' rating by ratings...
Financial planning
IOOF has reduced the investment fee of the IOOF Multi Series Balanced Trust by 10 basis points to 0.55 per cent, and increased the trust's exposure to active management....
Financial planning
IOOF has reduced the investment fee of the IOOF Multi Series Balanced Trust by 10 basis points to 0.55 per cent, and increased the trust's exposure to active management....
Financial planning
Australian Ethical Investment has appointed current director Steve Newnham as its executive director of business development....
Financial planning
Australian Ethical Investment has appointed current director Steve Newnham as its executive director of business development....
Financial planning
With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...
Financial planning
Ongoing consolidation remained a central theme for the financial services industry in 2011, with big names such as Lonsec, Count Financial, DKN Financial Group and ING In...
Never miss the latest news and developments in wealth management industry
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...