LONSEC
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....
People & Products
<caps>Investor Financial</caps> Planning, a division of Investor Group, has raised the seniority of its corporate team with the appointment of Anthony Garvey to the role ...
Financial planning
Londales Securities (Lonsec) has restructured its research team and strengthened its resources with the addition of two research analysts, following the impending departu...
Financial planning
After a turbulent period battling the Australian Taxation Office, agribusiness investments are settling down for the long haul. JOHN WILKINSON discovers there are still s...
Financial planning
Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...
Financial planning
Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...
Funds management
Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...
Financial planning
Lonsdale Securities (Lonsec) has launched a specialist unlisted property trust research service targeted exclusively at financial advisers and dealer groups....
Financial planning
Ethical fund returns have had a rough six months competing in an environment of considerable sharemarket volatility, according to research undertaken by Lonsdale Securiti...
Financial planning
News of the departure of Chris Selth from the head of international equities at BT has not made a great impression on researchers Lonsdale Securities (Lonsec) and Investo...
Financial planning
Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....
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MARKET INSIGHTS
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...