LONSEC

Funds management

Research group Lonsec and actuarial firm Milliman have teamed up with a cohort of product providers to tackle retirement-related concerns. ...

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Superannuation

IFM states new name is better representation of its work and customers. ...

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Financial planning

After more than two years under new ownership, research house Lonsec has branched out into the online space, launching a planner portal aimed at retirement advice and por...

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Financial planning

AQR Capital Management has welcomed the fact that two of the key ratings houses have awarded its Wholesale Managed Futures Fund a 'recommended' rating. ...

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People & Products

Investment research group Zenith has recruited former Lonsec sales and distribution manager John Ryan....

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Editorial

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

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Funds management

With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...

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Financial planning

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

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Rate the raters

Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

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Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

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Funds management

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

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Financial planning

ETF specialist BetaShares announced this week that it had been awarded two further ‘Recommended Index' ratings from Lonsec....

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Funds management

Following on from poor performance in 2011, emerging markets (EM) equities delivered strong returns over the 2012 calendar year, with the sector expected to grow in promi...

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Funds management

Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first rating...

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Top 100

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

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