LONSEC
Financial planning
Planners reveal their reasons for not using industry super funds....
Funds management
Multi-manager funds are not new products but they are creating a valuable investment option for clients who are getting worried about volatility in their portfolios. John...
Top 100
The leading providers of financial research identified in this year’s Money Management Top 100 Dealer Groups survey employ a number of different approaches, ranging from ...
Financial planning
AIOFP to exclude PI cover relating to certain investments....
Financial planning
External advisory groups can now access Mercer’s premier retail product....
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
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
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...
Never miss the latest news and developments in wealth management industry
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...