Lonsec’s Retirement Managed Portfolios now available on AMP MyNorth

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Lonsec has partnered with AMP to make its Retirement Managed Portfolios available via MyNorth Managed Portfolio. The portfolios harness the depth and breadth of Australia’s leading research provider, allowing users to build high-quality retirement solutions incorporating Lonsec’s best investment ideas. Underpinning the portfolios is Lonsec’s strict quality criteria, requiring funds to be rated ‘Recommended’ or higher […]

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Advisers now have help to avoid getting caught out by the new FASEA Code

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The FASEA Code of Ethics Standard is now in force as of 1 January 2020, and the challenge for advisers is not just to pass the exam but also to make the necessary changes to their business practices. According to leading research house Lonsec, the Code now requires advisers to demonstrate that they are acting […]

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Lonsec helps investors through the ESG maze

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Lonsec has partnered with specialist data provider Sustainable Platform to enable its research users to assess the social and environmental sustainability of their clients’ investments. Lonsec will continue to assess fund managers’ processes against the principles of Responsible Investing as part of its investment rating, however will also introduce a new rating to go beyond […]

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‘Growth’ and ‘defensive’ labels don’t tell advisers what they need to know

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Financial advisers must have a thorough understanding of where superannuation products allocate funds rather than relying on labels to make recommendations, according to leading research house Lonsec. There has been a long-running debate on how certain asset types should be categorised, with investment managers and super funds often having different stances on which assets to […]

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Lonsec supports managed account growth with key business development hire

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Lonsec is pleased to announce that Tony Nejasmic will be joining the team as Head of Wealth Management Sales. Due to the rapid expansion of our managed accounts business, coupled with the ongoing growth of our iRate® research platform, Lonsec is expanding its business development function and is excited about having someone with Tony’s credentials […]

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Lonsec helps advisers tackle conflicted advice

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Leading research house and managed account provider Lonsec will work with financial advisers seeking to transition from conflicted advice models and introduce a greater degree of independence in their investment decisions. Lonsec is offering to acquire in-house managed portfolios from advice licensees to enable them to take advantage of best practice governance principles and Lonsec’s […]

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Understanding super no longer optional for advisers

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Financial advisers are now able to access investment research, encompassing clients’ whole of life needs, with the announcement by Lonsec of the inclusion of superannuation fund research in its iRate platform. The research is provided by SuperRatings, Lonsec’s specialist superannuation product research team, which has provided in-depth superannuation fund benchmarking and research for over 20 […]

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Lonsec appoints new Executive Director of Sales and Marketing

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Leading research and investment solutions house Lonsec has appointed Rob Hardy to the newly created role of Executive Director of Sales and Marketing. Mr Hardy joins Lonsec after seven years at Clime Asset Management, most recently as Chief Operating Officer, and brings over 30 years of experience in sales, marketing and business leadership across a […]

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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 consulting and finance industries. At the same time, the Board announced that Ian Knox has accepted their offer for him to join the Lonsec Holdings […]

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HUB24 to acquire boutique licensee Paragem

HUB24  is pleased to announce it has executed an agreement to acquire the independently owned financial planning licensee Paragem Pty Ltd (Paragem). Paragem is a leading boutique dealer group, founded by Ian Knox and Charlie Haynes that has grown strongly to license 20 high quality financial advisory practices across Australia, which advise on more than […]

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