LONSEC

Financial planning

Only three small cap equity funds scored a ‘highly recommended’ rating in Lonsec’s new sector review report....

Financial planning

Fund managers have confirmed that the major research houses are still capable of significantly influencing their businesses, with 50 per cent expressing the view that res...

Funds management

Lonsec is the first researcher to reinstate an ‘investment grade’ rating for Colonial First State’s (CFS) Australian property funds following the recruitment of two more ...

Funds management

Research house Morningstar has not lifted its ‘avoid’ rating on Colonial First States’ global property securities fund, despite the Commonwealth Bank-owned fund manager a...

Editorial

Forestry managed investment schemes have become the most popular segment of the agribusiness asset class. But there are different sub-segments in the forestry segment and...

Funds management

Melbourne-based research house Lonsec has delivered an upbeat assessment of hybrid property products....

Financial planning

Multi managers offered mixed performance in 2005 with growth multi-managers and those in global equities achieving strong results, while multi-managers in the Australian ...

Funds management

Research house Lonsec has taken the UBS Property Securities Fund off ‘fund watch’ and reinstated its previous rating of ‘highly recommended’ following the appointment of ...

Funds management

While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....

People & Products

Melbourne-based research house Lonsec has placed the UBS Property Securities Fund on hold, following the exit of UBS property head John Snowden to Colonial First State....

Financial planning

IWL-owned research house InvestorWeb, Melbourne-based research house Lonsec and platform provider Navigator have extracted replacement funds analysts from what various in...

Funds management

Research houses are urging investor caution after yesterday’s shock announcement by Colonial First State that it had lost its entire listed property team....

Funds management

Four funds have been upgraded and there have been no downgrades in Lonsec’s latest hedge fund sector review, which excludes long/short equity funds....

Financial planning

Boutique fund managers have dominated the highest rated category awarded by Lonsec as part of its review of the large cap Australian fund sector....

Financial planning

In anticipation of an approaching “demand explosion” in the equity release market, Lonsdale Financial Group has created a preferred list for reverse mortgages, with Blues...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago