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LONSEC
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...
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...
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...
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 ...
Financial planning
Criticisms by van Eyk Research chief Mark Thomas of the levels of scrutiny being applied by research houses have sparked a strong response from rival research houses, wri...
Funds management
Good buying opportunities exist in industrial property, with high quality assets to be found on an 8.25 per cent yield, according to Charter Hall Direct Property’s ...
Editorial
The criticisms increasingly levelled against ratings houses are often unfair and symptomatic of failings in the way their research is interpreted and applied, writes Mike...
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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...