LONSEC
Financial planning
Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...
People & Products
Lonsec has added to Netwealth’s Global Specialist Series Managed Account range, by launching Lonsec GSS Index Plus....
People & Products
Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...
Funds management
It is important to consider geopolitics within ESG but fund managers should be wary of letting their views be too swayed by politics, according to Stewart Investors, Davi...
Funds management
Data from research house Lonsec supports the view that a value rotation is well underway with value funds significantly outperforming growth....
Financial planning
Research house Lonsec has partnered with cryptocurrency fund manager Monochrome Asset Management, indicating financial advisers are becoming more open to using the asset ...
People & Products
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
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....
Rate the raters
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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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...