LONSEC
Financial planning
Citing Telstra as an example, the research house has warned that investors should not invest purely for income or franking credits at the expense of sound fundamentals....
Features
The dynamics of the fund ratings market are changing and Oksana Patron writes that the established players are finding themselves facing plenty of competition from smalle...
Funds management
Australian fund managers with a value investment strategy are struggling to keep up with the index as the market shifts in favour of growth stocks, according to Lonsec Re...
Funds management
The 2018 Money Management/Lonsec Fund Manager of the Year Awards have seen 19 stellar funds and fund managers rewarded, with boutique funds and Legg Mason proving the big...
Features
Legg Mason Asset Management Australia has once again emerged as back-to-back winner of the Money Management/Lonsec Fund Manager of the Year Award....
People & Products
Lonsec has appointed former Paragem founder, Charlie Haynes as the new Group chief executive officer and Paragem co-founder, Ian Knox as a director of the Board. ...
Funds management
Financial advisers are showing renewed focus on growth strategies following market volatility in February, according to analysis of advisers’ research by Lonsec Connect....
Funds management
Perpetual has announced that its Global Share Fund has received an upgraded ‘recommended’ rating from Lonsec....
Funds management
Plato Investment Management’s income solutions, the Plato Global Shares Income Fund and Plato Income Maximiser, have been earned three new ratings from IIR, Lonsec and Ze...
Funds management
The hedging decision should be a vital one for investors with exposure to global portfolios, according to Lonsec....
People & Products
Lonsec Research has lost its chief executive, Matt Olsen, to IOOF....
Funds management
Pengana WHEB Sustainable Impact Fund has been awarded a “recommended’ rating by Lonsec....
Funds management
Newly-launched BetaShares Legg Mason Australian exchange traded funds have been recommended by Lonsec....
People & Products
The Janus Henderson Global Equity Income Fund has been awarded a ‘recommended’ rating by Lonsec Research. ...
Funds management
Money Management and Lonsec have announced the finalists for the 2017 Fund Manager of the Year Awards....
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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...