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LONSEC
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...
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
People & Products
Lonsec has named the former head of distribution with Zurich Financial Services, Steve Newnham, as its’ marketing and distribution manager as part of a raft of changes wi...
Financial planning
Lonsec Securities has maintained its outlook for AMP Capital Investors’ capital funds despite the sudden departure of its director, Michael Evans, late last week....
Financial planning
Boutique manager Eley Griffiths Group, headed by former ING portfolio managers Brian Eley and Ben Griffiths has topped a review of Australian small cap products by resear...
Financial planning
IOOF subsidiary Australian Financial Planning Network (AFPN) has signed an agreement for Londsdale Securities (Lonsec) to provide the group with its complete research and...
Financial planning
Lonsdale Securities (Lonsec) has moved to restructure its research team by reassigning incumbent managed funds research head Grant Kennaway into the role of general manag...
Financial planning
Boutique property fund manager MacarthurCook Investment Management has responded to suggestions by research house Lonsec that its $70 million industrial property trust ha...
Financial planning
Financial planners using Xplan will now be able to access the complete research and stockbroking product offering of Lonsdale Securities (Lonsec) through their software a...
Funds management
Lonsec has upgraded Deutsche and Citigroup to ‘highly recommended’ in its latest Australian equity large cap sector review, joining Perennial/IOOF Value, Investors Mutual...
Financial planning
Uncertainty over the performance of BT/Sagitta’s new Australian equity and property teams has resulted in a lukewarm assessment of the group’s capabilities from research ...
Rate the raters
The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...
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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...