LONSEC

Financial planning

External advisory groups can now access Mercer’s premier retail product....

Financial planning

Leading ratings house Lonsec has used its latest small cap Australian equity sector review to warn that the small cap market is arguably over-valued and there is a genera...

Financial planning

Both Standard & Poor’s (S&P) and Lonsec have reviewed the ratings assigned to the Australian equities offerings from Colonial First State Global Asset Management (CFS) an...

Financial planning

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Financial planning

Australian fund managers have delivered a blow to industry research houses, with a large number of them labelling the work and delivery of researchers as being of average...

Financial planning

Australian fund managers have tipped their cap at research house, Lonsec, declaring them the research house they consider most influential....

Financial planning

MLC’s research arm ThreeSixty, which provides assessments of managed funds to the various NAB-owned financial planning dealers groups, has appointed Lonsec as its primary...

Financial planning

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Financial planning

Socially responsible investing can deliver excellent returns but, according to the latest Lonsec research, the jury is still out as to whether the sector’s performance wi...

Financial planning

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Financial planning

Perpetual has launched a capital protected structured product that aims to provide investors with exposure to accelerated wealth potential....

Funds management

The global real estate securities sector presents a unique opportunity for informed Australian investors who are familiar with the domestic property trust market, accordi...

Financial planning

Direct Portfolio Services has introduced discretionary managed asset portfolios of wholesale managed funds into its separately-managed account financial product, ShareInv...

Financial planning

BT Financial Group is about to launch a new initiative on its wrap platform that will see selected fund managers enjoying a range of exclusive benefits while investors sa...

Financial planning

Lonsec’s latest review of Australian hybrid property funds has reflected confidence in both the sector and selected managers....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 8 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago