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LONSEC
Financial planning
Norman John Graham, a former managing director of stockbroking firm Lonsec, has appeared in the Magistrates' Court of Victoria in Melbourne, charged with 14 counts of ins...
Editorial
Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...
Financial planning
Ratings house Lonsec has changed its research process for index funds and will now use separate criteria to rate index managed funds and exchange-traded funds....
Financial planning
The Bennelong small caps team has scored a win, with its Bennelong Avoca Emerging Leaders Fund having been awarded a 'recommended' rating by ratings house Lonsec....
Financial planning
Zurich Investment Equity Income Fund and the Colonial First State Wholesale Australian Equity Income Fund have both been awarded a 'highly recommended' rating in Lonsec's...
Financial planning
ANZ Wealth has rationalised its research contracts, with Mercer now the major provider of investment research and consulting services for its Australian Wealth and Privat...
Editorial
It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...
Funds management
TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...
Funds management
Schroder Investment Management will keep wearing its crown for at least another year after the company took out the Money Management/Lonsec Fund Manager of the Year title...
Financial planning
Financial services industry stalwart and founder of Count Financial, Barry Lambert, was this year's recipient of the Lifetime Achievement award at the Money Management/Lo...
Funds management
Challenger’s ‘Real Stories’ campaign capturing the true experiences of Australian investors during the global financial crisis has been named best advertising campaign in...
Funds management
NovaPort Capital has taken home the Money Management/Lonsec Fund Manager of the Year rising star award....
Funds management
The rocky investment markets of 2011 made life difficult for multi-sector managers, and Schroders was one of the few asset allocators to add value in the adverse conditio...
Funds management
Offered exclusively through the Macquarie Professional Series, the Winton Global Alpha Fund has once again been awarded the Money Management/Lonsec Fund Manager of the Ye...
Funds management
BT Investment Management has leveraged the input of more than 30 investment analysts to take out the ethical/socially responsible investment category in this year’s Money...
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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 ...