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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Structural shift to fundamentally alter the provision of advice to retirees

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Specialist investment research house Lonsec, and global actuarial and consulting firm Milliman, believe strong catalysts and structural trends have emerged that will fundamentally alter the provision of financial advice to retirees. In a jointly authored white paper released today, they contend that the current financial advice model serving retirees is suboptimal. The white paper, entitled: […]

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New roles at Lonsec

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Lonsec is pleased to advise of the promotion of two key employees from the Lonsec business. With immediate effect, Amanda Gillespie has accepted the role of General Manager, Research. In this role Amanda will lead Lonsec’s extensive research team, which is comprised of more than 30 highly experienced analysts, most of whom have had long […]

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