FinClear acquires Lonsec’s stockbroking business

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Lonsec Fiscal Holdings Pty Ltd (Lonsec) yesterday announced that it has sold its stockbroking business to FinClear Pty Ltd (FinClear). FinClear is a locally owned financial services business providing wholesale market access and outsourcing solutions. This acquisition positions FinClear with a unique value proposition to deliver independent and quality execution and outsourcing services to wholesale advisory […]

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Global exposure needed to meet investment objectives

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In its recent Strategic Asset Allocation Review, Lonsec made downward revisions to long-term expected returns across most asset classes, including a reduction in the expected performance of Australian equities. This led to a shift in Lonsec’s strategic asset allocation weights for its traditional balanced risk profile, with the majority of the recommended equity allocation now […]

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What happens if I live too long?

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Market volatility raises fear of retirement shortfall Often the question that weighs most on older Australians is, ‘what happens if I outlive my money?’ The risk of living too long can be a serious one, and with volatility returning to markets in the wake of the UK’s Brexit referendum, this fear is likely to again […]

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Lonsec Adds Global Edge to Retirement Insights

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Lonsec Investment Consulting, a division of Lonsec Research Pty Ltd, yesterday announced exciting new additions to its Lonsec Retire Industry Panel, providing financial advisers and their clients with a global perspective on retirement strategies from the biggest industry names. AB Global, Invesco Australia, Investors Mutual Limited, and State Street Global Advisers will join the Lonsec Retire […]

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Unconstrained Bond Funds Face Their First Test

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For unconstrained bond funds, 2015 was a year of reckoning, with many failing to meet their benchmarks. Lonsec’s Fixed Interest Sector Review, which tracks the performance of individual fixed interest funds, shows that the unconstrained sector produced disappointing results in 2015, reflecting a broader struggle for returns as volatility and bearish sentiment seized markets in […]

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Lonsec expands range of managed portfolios

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Lonsec Investment Solutions has expanded its range of managed portfolios, adding its capabilities to a further two platforms, Macquarie Wrap and HUB24. The move comes as advisers continue to turn to managed portfolios to help streamline administrative burdens and more efficiently navigate the growing breadth and complexity of financial products to best meet their client […]

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Lonsec strengthens portfolio construction capabilities for advisers

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Financial services research and investments specialist group, Lonsec Fiscal, says the growing administrative and regulatory demands on financial advisers, increased breadth and complexity of financial products and growing prominence of model portfolios has elevated the focus of financial advisers on effective and efficient investment implementation. In response to these trends Lonsec Fiscal has announced the […]

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Surge in direct investment activity

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Investors are increasingly “doing it for themselves” as the popularity of direct investing continues to increase through the growth of self-managed superannuation funds. The latest analysis by research house Lonsec found a significant growth in the number of investments catering to direct investors during the past year. “Given the average self-managed super fund has almost […]

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Lonsec Active Funds outperform and the passive v active debate

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Lonsec Releases Aussie Equities Sector Review The latest review of Australian equities by research house and ratings company Lonsec has found its actively managed funds have clearly outperformed index funds in all recent major time frames. According to its Australian Equities Sector Review, Lonsec found the 137 active managed funds it provides investment ratings for […]

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Milliman/ Lonsec launch a new goals-based planner tool

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Just what are your client’s pre and post-retirement goals? Do they want to be able to leave some money to beneficiaries? Go on a long holiday? How much money will they feel comfortable living off each year… for the rest of their lives? The decisions your client makes now can impact on their ability to […]

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