LONSEC

Rate the raters

Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...

Funds management

The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...

Features

Mike Taylor writes that research and ratings house Lonsec has developed and launched a new approach to ESG ratings which it hopes will help advisers separate the real ESG...

Funds management

Eleven funds previously covered under its Responsible Investment category have been rated so far....

Funds management

Lonsec has increased its allocation to the Talaria Global Equity fund in its retirement managed portfolios....

Funds management

First Sentier Investors’ Multi-Asset Real Return fund has been upgraded to a ‘Recommended’ rating by Lonsec. ...

Funds management

Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...

Policy & Regulation

Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...

Funds management

With rates to fall further, the model portfolio aims to generate incomes of at least 2% per annum more than the consumer price index....

Financial planning

Financial advisers will be able to identify which ‘sustainable’ products would align with their clients’ values....

People & Products

Lonsec has announced key changes to its research team including the appointment of Lorraine Robinson as its news executive director, Lonsec Research....

News

Financial planners in favour of Lonsec but have made room for some new entrants, according to Money Management's Rate the Raters survey....

Features

Although Lonsec has managed to retain its momentum and attracted the highest ratings from financial planners for the third year in a row, planners say it might be time to...

Funds management

Lonsec has updated the rating for the Man Group’s AHL Alpha fund to ‘recommended’ after two years of the fund’s strong performance....

Funds management

Research house, Lonsec, has granted a ‘recommended’ rating for the Ausbil Dividend Income Fund. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week 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...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

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

3 days 21 hours ago