LONSEC
Financial planning
Lonsec's general manager of research, Grant Kennaway, is to depart the company....
Financial planning
PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....
Editorial
PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....
Superannuation
A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....
Financial planning
Genesys Wealth Advisers has opted to extend its long relationship with van Eyk....
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...
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Editorial
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
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....
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...
People & Products
Zenith Investment Partners has recruited two new team members, with Bronwen Moncrieff joining the company as senior investment analyst within the asset class research tea...
Rate the raters
The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...
Editorial
Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...
Financial planning
Lonsec has been sold to a group linked to SuperRatings and Mark Carnegie....
Financial planning
The front-running bidders to acquire Lonsec from Zurich are understood to have indicated they will not be moving to alter the dynamics of Lonsec's research and ratings di...
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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...