Better outcomes with goals-based analysis

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Financial advisers now have access to a new interactive smart technology to help identify and model individual goals and outcomes for clients. Lonsec Research has launched its Goals-Based Analysis (GBA) tool, the first of a new wave of actuarial backed modelling tools that allows financial advisers to analyse different investment strategies based on the client’s […]

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Global listed property continues positive momentum

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Leading Australian research house Lonsec yesterday released its 2014/15 Global Property Securities Sector Review, highlighting strong diversification and returns benefits for investors and a broadening opportunity set across products. Lonsec’s review of the global property securities sector encompassed 23 funds covering 21 global property securities funds and 2 Asian-focused global property securities funds. The report noted […]

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Lonsec launches game-changer tools for advisers

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Leading research house Lonsec yesterday launched a new series of financial product ratings tools called BIOmetrics, which will allow financial advisers to better select and manage financial products to suit consumers’ individual investment needs. The tools are the next step in Lonsec’s Better Investment Outcomes (BIO) program, which responds to the industry and government’s push to […]

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Lonsec completes iRate transition  

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Lonsec Research (Lonsec) has announced it has successfully completed the transition of the iRate technology from the liquidator of the van Eyk group of companies. iRate clients now have access to Lonsec’s comprehensive suite of insourced proprietary research including managed funds, ETFs, SMAs, property funds, infrastructure funds and structured products. They also have access to […]

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ETF model portfolios lend a helping hand to financial advisers

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Lonsec’s new ETF portfolio offering targets accumulator clients Lonsec Stockbroking (Lonsec) has launched a set of strategic exchange traded funds (ETF) model portfolios designed to provide financial advisers and their clients access to a low cost, diversified portfolio solution through a range of passive ETFs across traditional asset classes. Lonsec’s ETF Strategic Portfolios taps into […]

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Is this the end of the bond market?

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Despite predictions that the end of the bond market is nigh, Lonsec’s income sector has expanded considerably over the past few years. This growth has been driven by increased demand for financial products that pay regular distributions, the launch of the bond ETF market and an evolution of absolute return focused strategies that tend to […]

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Lonsec expands institutional broking capabilities with three new hires

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Former Investec Equities team to spearhead push into Australian resources sector Lonsec Fiscal (Lonsec), a leading provider of financial services research and investment execution,  announced the expansion of its existing Sydney-based institutional broking division with the appointment of three senior resources specialists. The new appointments, Rod Clarkson, Tim Gerrard and Colin McLelland, were formerly the […]

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Catholic Super selects Lonsec for unique investment platform

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Lonsec platform provides direct investment solution for super fund members Catholic Super members will soon have more control, choice and flexibility of their superannuation investments with Lonsec partnering with Catholic Super to provide an intuitive investment platform to allow members to invest directly in term deposits and ASX listed securities. Catholic Super’s new investment service will […]

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Lonsec and Milliman to target outcomes-led retirement advice solutions

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Investment research house Lonsec and global actuarial and consulting firm Milliman today announced they have embarked on an initiative to focus on the evolving retirement income landscape in Australia. “This work aims to combine Lonsec’s strong portfolio construction processes and established relationships with financial advisers with Milliman’s global expertise and actuarial rigour in providing retirement […]

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Effective retirement planning a key challenge for the industry

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Specialist investment research house Lonsec says advisers and investment managers need to review existing attitudes to retirement planning if they are to effectively meet the financial needs of the steadily ageing cohort of baby boomers. This was the message conveyed to the more than 500 Lonsec subscribers attending the recent Lonsec Adviser Roadshow held in […]

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