LONSEC

Financial planning

On the 10th anniversary of its Australian Equity Core Model Portfolio, Lonsec is fine-tuning an emerging leaders model portfolio through its stockbroking division....

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Financial planning

Lonsec urges planners to look beyond the safety of term deposits....

Financial planning

Lonsec has defended the cost of active management, pointing to the upside potential....

Funds management

SMSFs will lead a surge in demand for unlisted real estate assets in 2011 as property fundamentals continue to improve....

Financial planning

Research houses may claim to be taking an important step towards greater transparency in the release of their performance statistics, but the depth of this information ha...

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Financial planning

A new generation investment platform owned by Investorfirst, HUB24, has added 13 new non-unitised portfolios to its menu....

People & Products

ANZ Financial Planning appoints Lonsec to supplement van Eyk Research....

Financial planning

Not all research houses are created equal, and even within the leading research houses there are areas of strength and weaknesses that must be accounted for....

Funds management

Investment teams may come and go, but there has been very little turnover in most multi-manager funds, according to the latest Lonsec Multi-Manager Sector Review....

Financial planning

Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....

Financial planning

Van Eyk Research has lost another key contract, with BT Financial Group handing the investment research mandate for dealer groups Westpac Financial Planning and Magnitude...

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Financial planning

Treasury Asia Asset Management has appointed Kenneth Wan to its investment team....

Financial planning

Count Financial has handed its investment research mandate to Lonsec, ending a long-term relationship with van Eyk Research....

Financial planning

Listed property has recovered since the massive lows of the global financial crisis, but there are plenty of challenges ahead for the industry, particularly investor sent...

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Funds management

Lonsec’s latest sector review of Australian and global equity SRI funds questions the motivations of some fund managers signing up to the United Nations Principles ...

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