LONSEC RESEARCH

Funds management

Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios....

People & Products

Lonsec has integrated its Lonsec Investment Solutions business with Implemented Portfolios Limited’s managed account solutions to offer a broader suite of investment opti...

Funds management

Lonsec Research has announced it has granted a ‘recommended’ rating to the WCM Quality Global Growth Fund....

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People & Products

The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....

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Funds management

Platypus Asset Management’s Australian Equities Fund has received an upgrade to ‘recommended’ from Lonsec Research....

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People & Products

Lonsec has appointed its head of manager of research to the role of executive director....

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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....

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Financial planning

Australia’s top companies exceeding analyst expectations halfway through reporting season have outnumbered those that did not, according to Lonsec Research....

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Funds management

The cost of ‘timing’ the market and deviating from your strategic asset allocation when markets are volatile might be great, according to Lonsec Research....

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Funds management

Insight Investment has received a ‘recommended’ rating from Lonsec for its Insight Diversified Inflation Plus fund....

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Funds management

Lonsec has maintained its ‘highly recommended’ rating for MLC Inflation Plus, MLC Horizon 2-7 and MLC Index Plus portfolios....

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Rate the raters

Dealer group support has seen Lonsec Fiscal regain its mantle in part two of Money Management’s 2016 Rate the Raters survey, Oksana Patron finds....

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Funds management

Monash’s absolute investment fund has received a ‘recommended’ rating for attempting to grow investors wealth in a reliable way, according to Lonsec Research. ...

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Funds management

A-REITs have failed to attract investor interest despite outperforming global and Australian shares over one, three and five year periods....

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Never miss the latest news and developments in wealth management industry

baffled

I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...

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Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

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Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago