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LONSEC
Financial planning
Ratings house Lonsec has awarded Equity Trustees Limited's Australian equities fund, the EQT Wholesale Flagship Fund, a "recommended" rating....
Editorial
What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...
Financial planning
Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....
Financial planning
New paper suggests the current financial advice model for retirees is inadequate....
Superannuation
Industry Super Network has appointed former Lonsec staffer Anh Nguyen to support its research and policy capabilities....
Funds management
Rival fund manager Denison Funds Management has claimed a unitholder meeting to discuss improving the liquidity in the 360 Capital Industrial Fund by listing it on the Au...
Editorial
Increasing a client’s exposure to risk may start with a fixed income allocation, but the asset class is now fraught with complexity. Janine Mace explains....
Financial planning
Regal Funds Management has selected S&P Capital IQ for the provision of analytical tools, market data and proprietary content, which the fund manager said would support i...
Financial planning
Ratings house Lonsec has upgraded its rating on the Bennelong ex-20 Australian Equities Fund to 'recommended'....
People & Products
Former Standard & Poor's Fund Service staffer David Erdonmez will join Lonsec as general manager - managed funds research....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Funds management
The past 12 months have been a struggle for emerging market investors, with returns suffering as a result of the shrinking risk appetite of equity investors....
Editorial
This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...
Editorial
Timing is everything – and savvy investors are exploring the industry’s intricacies before dishing the dosh to active managers to get results. Janine Mace adjudicates. ...
Editorial
Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...