LONSEC

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....

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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...

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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...

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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 ...

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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...

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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...

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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...

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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...

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Funds management

NovaPort Capital has taken home the Money Management/Lonsec Fund Manager of the Year rising star award....

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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...

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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...

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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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Funds management

Following a year of strong performance, UBS Clarion Global Property Securities Fund has been crowned the winner of the 2012 Money Management/Lonsec Fund Manager of the Ye...

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Funds management

For the second year in a row, the Cromwell Phoenix Property Securities Fund has been named the 2012 Money Management/Lonsec Fund Manager of the Year for Australian proper...

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Funds management

The Schroder Real Return Fund has taken out this year’s Asset Allocator of the Year award as part of the 2012 Money Management/Lonsec Fund Manager of the Year awards....

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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 1 hour 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....

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