LONSEC

Funds management

Van Eck Australia’s Market Vectors MSCI World ex Australia Quality ETF’s low cost investment strategy, has seen its rating upgraded by Lonsec....

image
Funds management

Lonsec Investment Solutions adds its managed portfolio solutions to Macquarie Wrap and HUB24, following the addition to BT Panorama earlier. ...

image
Funds management

BetaShares’ Managed Risk Australian Share Fund has secured a “recommended” rating from Lonsec, less than three months after it was launched....

image
Funds management

Boutique funds manager, Montgomery Investment Management has secured a ratings upgrade for its flagship fund, from Lonsec....

image
People & Products

Montgomery Fund receives ‘recommended’ rating from Lonsec, after three years since the inception of the product....

image
Funds management

Leading research houses, Lonsec and Zenith Investment Partners both rated Lazard Asset Management’s flagship Select Australian Equity Fund as “highly recommended”....

image
Funds management

Aberdeen’s Ex-20 Australian Equities Fund has been given a ‘highly recommended’ rating from research house, Lonsec....

image
Funds management

Ratings houses, Lonsec and Zenith, are continuing to support the Neuberger Berman ARMS Trust....

image
Funds management

Partners Group has had its open-ended Global Value Fund (GVF) added to the netwealth platform....

image
Financial planning

Research house, Lonsec Fiscal, is aiming to boost advisers’ portfolio construction capabilities, and ease post-FOFA regulatory and administration pressures, with the laun...

image
Rate the raters

For the second year running, Zenith Investment Partners has come out on top of the pile to claim the title of Money Management’s Ratings House of the Year 2015, writes Ni...

image
Financial planning

Robo-advice firm, Ignition Wealth, announces a partnership with investment house, Lonsec Research....

image
Financial planning

With Baby Boomers closing in on retirement, the financial advice industry needs to shift its focus from accumulation to draw down, according to Lonsec Research....

image
Funds management

Traditional bond funds were the frontrunner in 2014 leaving its credit intensive equivalent behind while Australian fixed interest managers faced a tough 2014. ...

image
Financial planning

Lonsec Stockbroking has signalled a push into the adviser market, partnering with GBST to offer financial advisers a cloud-based practice management tool to manage whole-...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 3 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago