POWERED BY MOMENTUM MEDIA
LONSEC
Editorial
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Editorial
Lin Ngin looks at how separately managed accounts (SMAs) operate and explores some of the features and benefits on offer as well as some of the current limitations....
People & Products
Lonsec completes changes following resignation of Kennaway....
Financial planning
Lonsec's general manager of research, Grant Kennaway, is to depart the company....
Financial planning
PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....
Editorial
PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....
Superannuation
A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....
Financial planning
Genesys Wealth Advisers has opted to extend its long relationship with van Eyk....
Editorial
Pioneering the cause for ethical investing following its inception in 1994, it is no surprise that Hunter Hall was the clear front-runner and the first winner of this yea...
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Editorial
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
Financial planning
Financial planning dealer groups and others using leading research house Lonsec have signalled they will be taking a 'wait and see' approach to the company, following its...
People & Products
Zenith Investment Partners has recruited two new team members, with Bronwen Moncrieff joining the company as senior investment analyst within the asset class research tea...
Rate the raters
The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...
Never miss the latest news and developments in wealth management industry
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...