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LONSEC
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...
Editorial
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...
Editorial
Given the dichotomy between high growth emerging markets and low-growth developed markets, should all portfolios be 'overweight' to emerging market equities? If so, overw...
Editorial
This month PortfolioConstruction Forum asked the research houses: Given the dichotomy between high growth emerging markets and low-growth developed markets, should all po...
Financial planning
A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....
Financial planning
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...
Editorial
This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...
Financial planning
Alternative investments tend to be lowly correlated with traditional asset classes such as stocks, bonds and cash - and as such, investors can use them to diversify their...
Financial planning
Australian Financial Services (AFS) is reviewing its approved product list (APL) with a view to dumping unproductive or unsupported products and platforms....
Financial planning
Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...
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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...