LONSEC

Financial planning

Lonsdale Securities (Lonsec) has included four new funds to its annual review of small cap managers in response to growing concerns over the volume of money being managed...

Financial planning

Recent ratings from Assirt, Lonsec and Morningstar....

Financial planning

Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...

Financial planning

Research house Lonsdale Securities (Lonsec) has added eight hedge fund/fund-of-funds (FOFs) products to its ‘recommended’ list within its Hedge Fund Sector Review and has...

Financial planning

Lonsdale Securities (Lonsec) has voiced concerns over the reorganisation of ING Investment Management’s (INGIM) Australian equities large and small cap teams, following t...

Financial planning

The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...

Financial planning

Industry research house Lonsdale Securities (Lonsec) has signed an agreement with corporate credit ratings agency Rapid Ratings to provide it with credit ratings on the i...

Financial planning

This is the second annual Money Management Agribusiness Survey and we believe is still the only widely published listing of projects that includes financial details....

Financial planning

Sydney-based financial planning dealer group Madison Financial Group has signed on with industry research house Lonsdale Securities (Lonsec) giving the latter its second ...

Financial planning

Lonsec has become the first research group to changes its rating for the Colonial First State Future Leaders Fund, moving to a hold position after senior portfolio manage...

Financial planning

After three years at Alliance Capital Management, director of Australian equities Don Low will retire in February....

Financial planning

Perpetual Investments has responded to a prolonged slide in the performance of its flagship International Fund with sweeping changes to the management of its US equities ...

Financial planning

Financial planning dealer group Avenue Capital Management has chosen Lonsdale Securities (Lonsec) to provide research for its network of planners....

Financial planning

The influential van Eyk research group has reinforced its recommendation that advisers consider pulling clients with medium-term outlooks out of BT funds, in the wake of ...

Financial planning

The announcement that Barry Henderson will step away form his role as senior portfolio manager with the Colonial First State (CFS) Future Leaders Fund has resulted in fou...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 21 hours 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...

3 weeks ago

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

1 week 5 days ago