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LONSEC
Funds management
Despite infrastructure securities being a relatively immature sector, Lonsec has increased its conviction in this area as investment managers have shown they can meet abo...
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
Financial planning
The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...
Rate the raters
The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...
Rate the raters
Zenith may be the underdogs when comparing the resources of other ratings houses, but Money Management’s Rate the Raters 2012 proved you don’t need shiny toys to play wit...
Rate the raters
Morningstar’s rating in this year’s survey of fund managers has slightly deteriorated over the past 12 months, particularly in the area of methodology....
Rate the raters
Lonsec’s steady-as-she-goes approach has seen the ratings house top Money Management’s Rate the Raters survey for the past few years....
Funds management
Lonsec has yet again come out on top in Money Management's 2012 Rate the Raters survey, but other researchers have been closing in on the firm over the past 12 months....
Editorial
With corporate blow-ups becoming commonplace and ‘short-termism’ dominating investment markets, ESG issues are more relevant than ever. ...
Funds management
Certitude Global Investments has changed the name of its HFA International Shares Fund to LHP Global Long/Short Fund....
Editorial
During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...
Financial planning
Equity Trustees (EQT) has recruited former Financial Services Partners chief executive Geoff Rimmer to head up its newly-created Private Wealth Services division, effecti...
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....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...