New Lonsec Group CEO and New Director

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Lonsec is pleased to advise that Charlie Haynes has been appointed as the new Group Chief Executive Officer of Lonsec Holdings. Charlie has a long and distinguished career in the

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Lonsec Research to power Synchron’s financial advice

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Lonsec Research has partnered with Synchron to provide investment research and consulting services to Australia’s largest non-institutionally owned financial advice group. Synchron’s financial advisers will harness investment product research, market

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Bringing together the greatest minds in retirement

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Lonsec Research is excited to announce the inclusion of Challenger as a new member of the Lonsec Retire Industry Panel, joining existing members AB, BT, Invesco Australia, Investors Mutual Limited,

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Lonsec rates recently launched Sestante Australian Small Companies Fund “Recommended”

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As part of its broader asset management strategy AZ Sestante has launched the Sestante Australian Small Companies Fund (the Fund) on 1 March 2017, in conjunction with fellow Azimut subsidiary

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Socially responsible investing – key to future growth

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Lonsec Research has intensified its focus on the Environmental, Social and Governance (ESG) and Socially Responsible Investing (SRI) sectors, establishing dedicated investment product coverage and analysis within the rapidly growing

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Adapting to the New World of Financial Advice

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Lonsec has introduced a new capability in its leading iRate platform that enables users to assess and target exposure to specific investment objectives. Integrating with iRate’s portfolio construction tool, this

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Investors see Alternatives as key diversifier

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Lonsec Research Releases Alternatives Sector Review According to Lonsec Research’s recently released Alternatives Sector Review, alternative funds have significantly underperformed both equity and bond benchmarks over the last five years,

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Lonsec award winners bring new thinking to wealth sector

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Lonsec last night announced the winners of the annual Lonsec Awards, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector. Altius

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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

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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

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