LONSEC RESEARCH

Expert Analysis

For many investors, the promise of ESG investing has been evasive and confusion around the term has led to many investors becoming disillusioned with their portfolios, wr...

Funds management

Lonsec’s deputy CIO Deanne Baker has highlighted what investment tools the firm is harnessing to mitigate the impact of geopolitical risks in its managed account offering...

Funds management

Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own....

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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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 20 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days ago