LONSEC

Funds management

Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...

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Policy & Regulation

Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...

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Funds management

With rates to fall further, the model portfolio aims to generate incomes of at least 2% per annum more than the consumer price index....

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Financial planning

Financial advisers will be able to identify which ‘sustainable’ products would align with their clients’ values....

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People & Products

Lonsec has announced key changes to its research team including the appointment of Lorraine Robinson as its news executive director, Lonsec Research....

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News

Financial planners in favour of Lonsec but have made room for some new entrants, according to Money Management's Rate the Raters survey....

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Features

Although Lonsec has managed to retain its momentum and attracted the highest ratings from financial planners for the third year in a row, planners say it might be time to...

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Funds management

Lonsec has updated the rating for the Man Group’s AHL Alpha fund to ‘recommended’ after two years of the fund’s strong performance....

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Funds management

Research house, Lonsec, has granted a ‘recommended’ rating for the Ausbil Dividend Income Fund. ...

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Financial planning

The research house warns advisers that the use of managed accounts should not involve additional fees and should be free of perceived conflicts....

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Superannuation

Research and ratings house, Lonsec has launched a Super Asset Allocation comparison tool aimed at cutting through the contradictions of what represents a ‘balanced’ super...

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Editorial

Events over the past two months have revealed the number of commercial bets which have been placed predicated on the expected shape of the Australian financial planning i...

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Funds management

Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....

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Funds management

Lonsec has awarded two ‘recommended’ ratings for BetaShares’ global exchange traded funds, ASIA and QLTY, which were launched last year....

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People & Products

Nikko AM has appointed Damien Casey to the role of business development manager, with the role focusing on the wholesale Queensland, NSW and ACT markets....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 weeks 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....

3 weeks 5 days 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...

2 weeks 4 days 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 3 days ago