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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...
Editorial
Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....
Financial planning
Three of Australia’s most influential investment research houses - van Eyk, Assirt and Lonsdale Securities (Lonsec) - have placed a blanket hold on BT Financial Group fun...
Financial planning
Independent dealer group Professional Investment Services (PIS) has expanded its research offering by signing up Lonsdale Securities and Van Eyk as preferred research sup...
Financial planning
Lonsdale Securities has given a recommended rating to the latest retail offering from Macquarie Direct Investment (MDI), the Macquarie Private Equity Trust II (MPET II), ...
Financial planning
Lonsdale Securities (Lonsec) has entered the margin lending market with the launch of two Margin Lending Recommended Portfolios based on its Model Equity Portfolio....
Editorial
Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...
Financial planning
Research house Lonsec has put out a recommendation on the Multiplex Development Trust II after reviewing the property fund....
Financial planning
Lonsec has reviewed the BT Small Companies Fund and has awarded the fund a ‘recommended’ rating....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...