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LONSEC
Financial planning
The Westpac Bank’s acquisition of the BT Financial Group has continued to wreak havoc on the beleaguered fund manager’s Australian equities capabilities, with two investm...
Editorial
Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....
Financial planning
Three of Australia’s most influential investment research houses - van Eyk, Assirt and Lonsdale Securities (Lonsec) - have placed a blanket hold on BT Financial Group fun...
Financial planning
Independent dealer group Professional Investment Services (PIS) has expanded its research offering by signing up Lonsdale Securities and Van Eyk as preferred research sup...
Financial planning
Lonsdale Securities has given a recommended rating to the latest retail offering from Macquarie Direct Investment (MDI), the Macquarie Private Equity Trust II (MPET II), ...
Financial planning
Lonsdale Securities (Lonsec) has entered the margin lending market with the launch of two Margin Lending Recommended Portfolios based on its Model Equity Portfolio....
Editorial
Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...
Financial planning
Research house Lonsec has put out a recommendation on the Multiplex Development Trust II after reviewing the property fund....
Financial planning
Lonsec has reviewed the BT Small Companies Fund and has awarded the fund a ‘recommended’ rating....
People & Products
<caps>Investor Financial</caps> Planning, a division of Investor Group, has raised the seniority of its corporate team with the appointment of Anthony Garvey to the role ...
Financial planning
Londales Securities (Lonsec) has restructured its research team and strengthened its resources with the addition of two research analysts, following the impending departu...
Financial planning
After a turbulent period battling the Australian Taxation Office, agribusiness investments are settling down for the long haul. JOHN WILKINSON discovers there are still s...
Financial planning
Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...
Financial planning
Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...
Funds management
Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...