LONSEC
Financial planning
The Small Cap Australian Equities sector may have performed impressively through 2009 to recover many of the losses experienced during the depths of the global financial ...
Financial planning
Lonsec has given seven funds its top rating of Highly Recommended in the latest 2009-10 Large Cap Global Equity Fund sector review....
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After a disastrous 2008, fund managers staged a dramatic recovery last year. Chris Kennedy takes a look at fund manager performance in 2009 and the factors that prompted ...
Financial planning
With the Australian share market showing signs of strength, Janine Mace explains why the focus has shifted from the US to that of the Chinese economy....
Financial planning
Lonsec's annual socially responsible investment (SRI) sector review has identified a shift away from traditional 'ethical' and SRI approaches, and the researcher has deve...
Financial planning
Global financial crisis has acted to make some socially responsible investment (SRI) funds less attractive to retail investors. ...
Financial planning
Macquarie and Cromwell have requested that Standard & Poor’s withdraw its ratings on certain property funds....
Funds management
Noting an uptick in retail investor sentiment towards property, NAB has launched its first property trust in two years....
Financial planning
Leading research house Zenith believes it may have to eventually change its pricing model....
Financial planning
MLC has entered into a strategic alliance with burgeoning research house Zenith Investment Partners in a move that will broaden the scope of MLC's research arm, ThreeSixt...
Financial planning
There was no place to hide for funds in the alternative income space in 2008, according to the latest sector review produced by ratings house Lonsec....
Financial planning
Coin Software and Lonsec have partnered to provide monthly research reports to Coin Office users, amongst other research services....
Financial planning
Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...
People & Products
Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups....
Financial planning
Single-manager diversified funds have outperformed their multi-manager peers over the past year, according to Lonsec's latest review of the sector....
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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...