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LONSEC
People & Products
The ratings house has appointed former Xplore Wealth chief executive Mike Wright into the role....
People & Products
Samantha Woodham from Morningstar and Jeremy Weber from Lonsec have been appointed to the firm’s distribution team....
Funds management
The Australian Microcap fund has been added to the BT Panorama and BT Wrap platforms....
Financial planning
Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...
Funds management
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
Rate the raters
For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lons...
People & Products
Peter Green has been appointed sector manager for Australian equities and will be responsible for leading Lonsec’s coverage of Australian equity managed fund products. ...
Funds management
The firm which has taken a 37% $20 million stake in Lonsec has acknowledged the perceptions risk entailed in a research house sitting alongside a managed accounts busines...
Funds management
Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....
Funds management
While environmental, social, and governance integration in a fund might sound good, it often fails to meet investor expectations....
People & Products
Lonsec has announced it has made two senior hires in its research team to deepen support broader growth across the business....
Rate the raters
Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...
Funds management
The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...
Features
Mike Taylor writes that research and ratings house Lonsec has developed and launched a new approach to ESG ratings which it hopes will help advisers separate the real ESG...
Funds management
Eleven funds previously covered under its Responsible Investment category have been rated so far....
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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...