LONSEC

Financial planning

Research house Lonsec has released its annual review of the property securities sector, describing the final quarter of financial year 2004 as a defining moment for liste...

Financial planning

A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....

People & Products

Lonsec has named the former head of distribution with Zurich Financial Services, Steve Newnham, as its’ marketing and distribution manager as part of a raft of changes wi...

Financial planning

Lonsec Securities has maintained its outlook for AMP Capital Investors’ capital funds despite the sudden departure of its director, Michael Evans, late last week....

Financial planning

Boutique manager Eley Griffiths Group, headed by former ING portfolio managers Brian Eley and Ben Griffiths has topped a review of Australian small cap products by resear...

Financial planning

IOOF subsidiary Australian Financial Planning Network (AFPN) has signed an agreement for Londsdale Securities (Lonsec) to provide the group with its complete research and...

Financial planning

Lonsdale Securities (Lonsec) has moved to restructure its research team by reassigning incumbent managed funds research head Grant Kennaway into the role of general manag...

Financial planning

Boutique property fund manager MacarthurCook Investment Management has responded to suggestions by research house Lonsec that its $70 million industrial property trust ha...

Financial planning

Financial planners using Xplan will now be able to access the complete research and stockbroking product offering of Lonsdale Securities (Lonsec) through their software a...

Funds management

Lonsec has upgraded Deutsche and Citigroup to ‘highly recommended’ in its latest Australian equity large cap sector review, joining Perennial/IOOF Value, Investors Mutual...

Financial planning

Uncertainty over the performance of BT/Sagitta’s new Australian equity and property teams has resulted in a lukewarm assessment of the group’s capabilities from research ...

Rate the raters

The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...

Financial planning

Lonsdale Securities (Lonsec) has included four new funds to its annual review of small cap managers in response to growing concerns over the volume of money being managed...

Financial planning

Recent ratings from Assirt, Lonsec and Morningstar....

Financial planning

Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago