LONSEC

Financial planning

Lonsec urges planners to look beyond the safety of term deposits....

Financial planning

Lonsec has defended the cost of active management, pointing to the upside potential....

Funds management

SMSFs will lead a surge in demand for unlisted real estate assets in 2011 as property fundamentals continue to improve....

Financial planning

Research houses may claim to be taking an important step towards greater transparency in the release of their performance statistics, but the depth of this information ha...

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Financial planning

A new generation investment platform owned by Investorfirst, HUB24, has added 13 new non-unitised portfolios to its menu....

People & Products

ANZ Financial Planning appoints Lonsec to supplement van Eyk Research....

Financial planning

Not all research houses are created equal, and even within the leading research houses there are areas of strength and weaknesses that must be accounted for....

Funds management

Investment teams may come and go, but there has been very little turnover in most multi-manager funds, according to the latest Lonsec Multi-Manager Sector Review....

Financial planning

Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....

Financial planning

Van Eyk Research has lost another key contract, with BT Financial Group handing the investment research mandate for dealer groups Westpac Financial Planning and Magnitude...

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Financial planning

Treasury Asia Asset Management has appointed Kenneth Wan to its investment team....

Financial planning

Count Financial has handed its investment research mandate to Lonsec, ending a long-term relationship with van Eyk Research....

Financial planning

Listed property has recovered since the massive lows of the global financial crisis, but there are plenty of challenges ahead for the industry, particularly investor sent...

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Funds management

Lonsec’s latest sector review of Australian and global equity SRI funds questions the motivations of some fund managers signing up to the United Nations Principles ...

Financial planning

Criticisms by van Eyk Research chief Mark Thomas of the levels of scrutiny being applied by research houses have sparked a strong response from rival research houses, wri...

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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 2 weeks ago

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

5 months 2 weeks ago

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

4 weeks 1 day 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 6 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 5 days ago