LONSEC
Financial planning
Financial advisers will be able to identify which ‘sustainable’ products would align with their clients’ values....
People & Products
Lonsec has announced key changes to its research team including the appointment of Lorraine Robinson as its news executive director, Lonsec Research....
News
Financial planners in favour of Lonsec but have made room for some new entrants, according to Money Management's Rate the Raters survey....
Features
Although Lonsec has managed to retain its momentum and attracted the highest ratings from financial planners for the third year in a row, planners say it might be time to...
Funds management
Lonsec has updated the rating for the Man Group’s AHL Alpha fund to ‘recommended’ after two years of the fund’s strong performance....
Funds management
Research house, Lonsec, has granted a ‘recommended’ rating for the Ausbil Dividend Income Fund. ...
Financial planning
The research house warns advisers that the use of managed accounts should not involve additional fees and should be free of perceived conflicts....
Superannuation
Research and ratings house, Lonsec has launched a Super Asset Allocation comparison tool aimed at cutting through the contradictions of what represents a ‘balanced’ super...
Editorial
Events over the past two months have revealed the number of commercial bets which have been placed predicated on the expected shape of the Australian financial planning i...
Funds management
Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....
Funds management
Lonsec has awarded two ‘recommended’ ratings for BetaShares’ global exchange traded funds, ASIA and QLTY, which were launched last year....
People & Products
Nikko AM has appointed Damien Casey to the role of business development manager, with the role focusing on the wholesale Queensland, NSW and ACT markets....
Rate the raters
While smaller and new entrants to the ratings market are shaking up the status quo, Oksana Patron finds that historic issues such as inexperienced staff and poor sector c...
People & Products
The rapid growth of Lonsec’s managed accounts offering has prompted the research house to make a key business development hire....
Funds management
Lonsec has upgraded its ratings for three of ETF Securities’ funds: the ETFS S&P/ASX 300 High Yield Plus ETF, ETFS Morningstar Global Technology ETF and ETFS ROBO Global ...
Never miss the latest news and developments in wealth management industry
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...