LONSEC

Financial planning

Former Lonsec managing director Norm Graham pleads guilty to insider trading charges....

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Funds management

Financial adivsers must understand the interplay between different client objectives and how they impact each other, according to Lonsec’s Lukasz de Pourbaix....

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Editorial

With government balance sheets around the world in disarray and pressure to continue to build and upgrade infrastructure, the growth outlook for the sector is looking goo...

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Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

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Funds management

Both major global listed property indices returned more than 25 per cent over the year to November 2012, but most fund managers fell short of the benchmark, according to ...

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Superannuation

As superannuation funds continue to build out their scaled advice capabilities, online solutions are helping to build greater efficiency for members to action advice in r...

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Editorial

Some of the biggest companies in the world are based in emerging markets. Perhaps it is time to let go of old-fashioned views and seriously consider this sector, writes J...

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Editorial

Janine Mace looks at a better-than-expected performance of emerging markets, though challenges still remain....

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Funds management

The holdings in high-yield ETFs differ greatly between providers, meaning investors need to be careful in order to know what they are investing in, according to Lonsec....

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Financial planning

ASIC announces targeted surveillance of research providers under new policy approach....

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Funds management

The high level of innovation in the absolute return sector is making portfolio construction quite complicated, according to Lonsec senior investment analyst Duncan Knight...

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Financial planning

Multi-asset real return funds are gaining popularity, but the shortcomings of financial planning software are limiting their uptake, says Lonsec senior analyst Stewart Ga...

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Financial planning

Ratings house Lonsec has awarded Equity Trustees Limited's Australian equities fund, the EQT Wholesale Flagship Fund, a "recommended" rating....

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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...

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Financial planning

Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....

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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 3 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....

6 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 4 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 2 days ago