Lonsec appoints Chair and CEO steps down

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Lonsec has announced that Charlie Haynes has decided to step down as CEO of Lonsec. During the past 3 years Charlie has worked tirelessly to reshape and strengthen the business

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Lonsec managed accounts add over $100m in October

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Lonsec’s managed accounts have posted the fourth consecutive month of record growth in October, adding $100m in net inflows across its broad suite of diversified, retirement and listed portfolios. The

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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

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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

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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

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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

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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

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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

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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

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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

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