LONSEC

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...

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 ...

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