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LONSEC
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....
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...
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....
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MARKET INSIGHTS
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...