LONSEC

Funds management

The local equity market looks strong heading into 2019, but investors should expect more volatility than H1 of 2018, according to T. Rowe Price. ...

image
Financial planning

There is a noticeable dip in the number of trades during World Cup matches when the market’s national team is playing, Lonsec research shows. ...

image
Financial planning

Netwealth, AdviserNETgain and Lonsec have stood out as category winners in Adviser Ratings’ 2018 Financial Advice Landscape Report, although financial advisers are highly...

image
Financial planning

Citing Telstra as an example, the research house has warned that investors should not invest purely for income or franking credits at the expense of sound fundamentals....

image
Features

The dynamics of the fund ratings market are changing and Oksana Patron writes that the established players are finding themselves facing plenty of competition from smalle...

image
Funds management

Australian fund managers with a value investment strategy are struggling to keep up with the index as the market shifts in favour of growth stocks, according to Lonsec Re...

image
Funds management

The 2018 Money Management/Lonsec Fund Manager of the Year Awards have seen 19 stellar funds and fund managers rewarded, with boutique funds and Legg Mason proving the big...

image
Features

Legg Mason Asset Management Australia has once again emerged as back-to-back winner of the Money Management/Lonsec Fund Manager of the Year Award....

image
People & Products

Lonsec has appointed former Paragem founder, Charlie Haynes as the new Group chief executive officer and Paragem co-founder, Ian Knox as a director of the Board. ...

image
Funds management

Financial advisers are showing renewed focus on growth strategies following market volatility in February, according to analysis of advisers’ research by Lonsec Connect....

image
Funds management

Perpetual has announced that its Global Share Fund has received an upgraded ‘recommended’ rating from Lonsec....

image
Funds management

Plato Investment Management’s income solutions, the Plato Global Shares Income Fund and Plato Income Maximiser, have been earned three new ratings from IIR, Lonsec and Ze...

image
Funds management

The hedging decision should be a vital one for investors with exposure to global portfolios, according to Lonsec....

image
People & Products

Lonsec Research has lost its chief executive, Matt Olsen, to IOOF....

image
Funds management

Pengana WHEB Sustainable Impact Fund has been awarded a “recommended’ rating by Lonsec....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 week 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 1 day ago

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

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago