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LONSEC
Funds management
Pengana Capital has received two ratings for its international funds after being put ‘on hold’ and seeing redemptions following the departure of two portfolio managers....
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After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
Outsider
Outsider loves it when old bands get back together but acknowledges that not all the fans appreciate a trip down memory lane....
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. ...
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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....
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Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...
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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...