Article list

Everything from Lonsec

Lonsec Investment Solutions adds to team as Managed Accounts hit record inflows

Lonsec has announced three key hires to their Lonsec Investment Solutions (LIS) team to support the significant expansion of their managed account and consulting businesses. Ron Mehmet, currently Head of

continue reading

14 Mar 2022

Lonsec announces staff can work from anywhere in the world

Research House Lonsec has announced significant changes to its working policies, in response to the insights gained during the COVID shutdown and feedback from its staff. The necessity of working

continue reading

07 Mar 2022

Advisers keen to learn about Crypto investments

A recent webinar, attended by over 700 advisers, on crypto assets investments, indicates the weight of interest advisers and their clients are, in this growing asset class. Lonsec partnered with

continue reading

10 Feb 2022

Lonsec adds to its Managed Account capabilities

Lonsec has made a number of key hires in its Portfolio Management and Research teams to further assist Advisers and their clients to access their managed portfolios. Lonsec Investment Solutions

continue reading

10 Dec 2021

Lonsec significantly expands its distribution and client engagement team

Lonsec has made a number of key hires within its distribution and client engagement team, in order to provide more support to advisors and their practices. John Burton has been appointed

continue reading

01 Dec 2021

Thematic ETFs driving further growth in ETF market

Since launching in 2001, ETFs have grown in popularity with Australian investors due to the ease of access, the lower cost compared to actively managed funds and their tracking of

continue reading

23 Nov 2021

Lonsec supporting financial advisers by providing TMDs

Lonsec has reaffirmed its commitment to supporting financial advisers by making Target Market Determinations (TMDs) for the funds they rate available via their iRate® platform. Lonsec CEO Mike Wright says,

continue reading

30 Aug 2021

Ambitious targets for the new Lonsec CEO

Lonsec has welcomed key senior appointments with Mike Wright joining as CEO and Kevin Brennan as Chief Information Officer (CIO). These appointments follow the recent renewal of the Lonsec board.

continue reading

20 Aug 2021

Lonsec Sustainable Managed Accounts added to Netwealth

Netwealth has added Lonsec Sustainable Managed Accounts to their menus, complementing the existing Lonsec Managed Accounts menu of Lonsec Listed Managed Accounts, Lonsec Retirement Managed Accounts and Lonsec Multi Asset

continue reading

06 Jul 2021

Lonsec appoints new CEO

The Lonsec Board of Directors is very pleased to announce the appointment of Mike Wright as CEO of Lonsec effective 5th July 2021. Lonsec Chairman Mark Spiers said, “Mike’s unique blend

continue reading

14 May 2021

FIRST 1 2 345 6 7 8...14 LAST

Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]