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LONSEC
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...
Funds management
According to a new report released by Lonsec, the time is right for Australian property investors to start looking overseas for better investment opportunities....
Financial planning
Research house Lonsec has found the Australian and International long/short equity fund sector to be a stand out performer after reviewing these funds for 2005....
Financial planning
Fewer people are willing to change superannuation funds now than before the introduction of choice, but almost one in four of those who do switch appear headed for an ind...
Financial planning
Senior research analyst Dennis Mothoneos has left van Eyk Research after three years with the company to join investment advisory house, Strategic Capital Management....
Financial planning
The recently merged Associated Planners Financial Services and Garrisons Financial Planning dealer groups have, as a single entity, signed a lucrative long term contract ...
Financial planning
Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....
Financial planning
The mid-cap stocks enjoyed strong growth in 2004, and have been a favoured sector for investors, but should that be the only sector which investors focus on? The simple a...
Financial planning
Industry superannuation funds cannot boast a consistent fee advantage over all retail master trusts and, where multi-manager platforms are concerned, may be more expensiv...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...