LONSEC

Financial planning

Abstract Long...

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....

Funds management

The predicted worldwide economic slowdown may have a positive effect on global property investing and will be welcomed by ING Clarion managing director and chief investme...

Financial planning

Expectations of reduced returns from Australian listed property compared with previous years have fuelled greater interest in global and hybrid property investment produc...

Financial planning

OFM Investment Group has acquired privately owned funds management company Century Funds Management Limited....

Financial planning

Lonsec’s 2005-2006 large cap international equity sector review has found the asset class experienced a qualitative improvement during the past 12 months....

Funds management

Lonsec has rated two global property securities funds as ‘highly recommended’, five as ‘recommended’ and two as ‘investment grade’ in its inaugural review of the sector....

Rate the raters

Fund managers have again been given the opportunity to give their frank but anonymous assessment on the research houses which so frequently determine how the financial se...

Funds management

The 2006 Money Management Rating the Raters survey asked for feedback from fund managers about their experiences and dealings with the seven of the main researchers in th...

Financial planning

Only three small cap equity funds scored a ‘highly recommended’ rating in Lonsec’s new sector review report....

Financial planning

Fund managers have confirmed that the major research houses are still capable of significantly influencing their businesses, with 50 per cent expressing the view that res...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
moneymanagement logo