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LONSEC
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...
Financial planning
Lonsec has lost its research contract with Australian Unity Personal Financial Services, as the firm selects Morningstar as its new research provider....
Financial planning
You are making the final decision as to whether to recommend an international equities fund - what is the one last question you would ask (or ask again) of the fund manag...
Financial planning
Lonsec has again given Mercer Multi-Manager Funds a highly recommended rating....
People & Products
Lonsec has made further appointments to its research team, including a specialist quantitative analyst and a senior consultant...
People & Products
Former Lonsec head of ratings - managed funds Richard Everingham has been appointed to the newly-created role of manager - research strategy....
Editorial
Are multi-asset funds the next big thing, deja vu - or perhaps a bit of both? Janine Mace reports....
Financial planning
In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...
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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...