LONSEC

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...

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

AUSTRALIAN mortgage trusts are investing an increasing proportion of their funds in cash due to the current down market, meaning investors are being hit with lower than e...

Financial planning

THE Treasury Group has flatly denied speculation it will finance a new boutique fund management operation by the soon to depart senior portfolio manager at Perpetual, Pet...

Financial planning

The Westpac Bank’s acquisition of the BT Financial Group has continued to wreak havoc on the beleaguered fund manager’s Australian equities capabilities, with two investm...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 ...

3 months 2 weeks ago

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

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 6 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days 18 hours ago