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LONSEC
Financial planning
The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...
Financial planning
Lonsec has become the second research house to suspend ratings on most HSBC Asset Management Australia funds, following yesterday’s confirmation of its purchase by Challe...
Financial planning
Australia’s multi-manager funds have too much exposure to in-house products, too many inefficient mandates with unit trusts, and are confused about alternative investment...
Financial planning
ING’s OptiMix multimanager funds have scored a ‘recommended’ rating from research house Lonsec, mainly in light of top quartile returns and successful tactical asset allo...
Financial planning
MLC is claiming to have achieved better after-tax returns and lower transaction costs just months after introducing it unique ‘emulation’ method for running a multi-manag...
Financial planning
With most of the ‘shocker’ products weeded out, and interest among investors surging, the agribusiness sector is heralding in a new Spring, writes JOHN WILKINSON...
Financial planning
Steve Kyling’s departure after six years at Challenger Howard Mortgage Trust has seen Lonsec downgrade the product, while his new employers, MFS, have coincidentally had ...
Financial planning
Perpetual Investments has played down research house fears its new in-house international equities arm will be a far removal from the way the asset class has been managed...
Funds management
The Perennial/IOOF Value Shares Fund, Investors Mutual Industrial Share Fund, Deutsche Australian Equities Alpha Fund and Citigroup equity Trust have maintained their pos...
Funds management
Research group Lonsec is remaining relatively up-beat about the future prospects of hedge fund investments, despite what it identifies as looming challenges for the secto...
Financial planning
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
Financial planning
A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....
Top 100
Dealers groups are now incorporating research from a range of providers. Lucia Appleby reports....
Financial planning
IOOF has been upgraded while Colonial First State and ING have both been downgraded as part of research house Lonsec’s Diversified Sector Review released today....
Financial planning
Research house Lonsec has released its annual review of the property securities sector, describing the final quarter of financial year 2004 as a defining moment for liste...
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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...