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LONSEC
Funds management
Four funds have been upgraded and there have been no downgrades in Lonsec’s latest hedge fund sector review, which excludes long/short equity funds....
Financial planning
Boutique fund managers have dominated the highest rated category awarded by Lonsec as part of its review of the large cap Australian fund sector....
Financial planning
In anticipation of an approaching “demand explosion” in the equity release market, Lonsdale Financial Group has created a preferred list for reverse mortgages, with Blues...
Funds management
According to a new report released by Lonsec, the time is right for Australian property investors to start looking overseas for better investment opportunities....
Financial planning
Research house Lonsec has found the Australian and International long/short equity fund sector to be a stand out performer after reviewing these funds for 2005....
Financial planning
Fewer people are willing to change superannuation funds now than before the introduction of choice, but almost one in four of those who do switch appear headed for an ind...
Financial planning
Senior research analyst Dennis Mothoneos has left van Eyk Research after three years with the company to join investment advisory house, Strategic Capital Management....
Financial planning
The recently merged Associated Planners Financial Services and Garrisons Financial Planning dealer groups have, as a single entity, signed a lucrative long term contract ...
Financial planning
Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....
Financial planning
The mid-cap stocks enjoyed strong growth in 2004, and have been a favoured sector for investors, but should that be the only sector which investors focus on? The simple a...
Financial planning
Industry superannuation funds cannot boast a consistent fee advantage over all retail master trusts and, where multi-manager platforms are concerned, may be more expensiv...
Financial planning
In a harbinger of what is expected to be a bumper year for timber schemes, Northern Tropical Timbers expects to launch a new project in September after achieving its sale...
Financial planning
452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....
Financial planning
Perpetual Investments’ Dublin-based international equity team has received a lukewarm welcome from Lonsec, which has assigned it a third-level ‘Investment Grade’ rating i...
Financial planning
Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...