LONSEC

Editorial

PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...

image
Financial planning

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

image
Editorial

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

image
Editorial

Lin Ngin looks at how separately managed accounts (SMAs) operate and explores some of the features and benefits on offer as well as some of the current limitations....

image
People & Products

Lonsec completes changes following resignation of Kennaway....

image
Financial planning

Lonsec's general manager of research, Grant Kennaway, is to depart the company....

image
Financial planning

PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....

image
Editorial

PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....

image
Superannuation

A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....

image
Financial planning

Genesys Wealth Advisers has opted to extend its long relationship with van Eyk....

image
Editorial

Pioneering the cause for ethical investing following its inception in 1994, it is no surprise that Hunter Hall was the clear front-runner and the first winner of this yea...

image
Editorial

PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....

image
Editorial

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...

image
Rate the raters

In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....

image
Financial planning

Financial planning dealer groups and others using leading research house Lonsec have signalled they will be taking a 'wait and see' approach to the company, following its...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 6 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 4 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 2 days ago