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LONSEC
Editorial
An issue that confuses advisers is widely different ratings for the same fund. The Five Oceans Wholesale World Fund is a case in point, with ratings from investment grade...
Financial planning
The structure of agribusiness managed investment schemes (MIS) would need to change radically before they become attractive again to financial advisers, according to Prof...
Financial planning
Zurich is entertaining bids for Lonsec as it looks to exit ownership of the research and ratings house....
Financial planning
Zurich has been entertaining bids to exit its ownership of Lonsec....
Editorial
What asset classes/product types does your firm include under the 'alternatives' label? Why? How many strategies/funds do you rate in each?...
Editorial
PortfolioConstruction Forum, in association with Money Management, asked the research houses the following questions: What asset classes/product types does your firm incl...
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Financial planning
Investing in the Standard & Poor's/ASX Small Ordinaries Accumulation Index returned solid dividends for many investors last year, but you had to be in the right place at ...
Funds management
Despite the Australian sharemarket only returning a modest gain of 1.9 per cent over the 2010 calendar year, Australia remains vulnerable to recent global events, accordi...
Financial planning
The past 12 months have proven challenging for most fund managers, with above-index returns eluding most of the sector. Ashleigh McIntyre reports....
Financial planning
What's the latest for the major research fund houses?...
Editorial
PortfolioConstruction Forum asks: What's the latest for the major research fund houses?...
Editorial
PortfolioConstruction Forum asked the research houses: Of the 15,000 managed funds on offer in the Australian market, how do you determine which ones you will rate, and w...
Financial planning
Three new categories have been added to this year’s Money Management Fund Manager of the Year Awards, with the inclusion of Best Advertising Campaign of the Year, M...
Financial planning
On the 10th anniversary of its Australian Equity Core Model Portfolio, Lonsec is fine-tuning an emerging leaders model portfolio through its stockbroking division....
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MARKET INSIGHTS
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...