Colonial first state joins with Lonsec, Morningstar and Zenith to launch managed accounts solution with no additional fee

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Australian wealth management group Colonial First State (CFS) has announced an agreement with three of Australia’s leading research consultants to offer financial advisers and their clients a highly efficient way to access professionally constructed managed account portfolios – with no extra research or portfolio construction costs. The new arrangements have been developed in response to

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Lonsec extends full Managed Portfolio offering to BT Panorama users

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Lonsec has partnered with BT Financial Group to make its suite of Listed and Retirement Managed Portfolios available on the BT Panorama platform. BT Panorama users now have access to all three of Lonsec’s Managed Portfolios, with the Multi-Asset Managed Portfolios already available on the platform. “We’re very pleased to partner with BT to enable their

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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 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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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 led to a shift in Lonsec’s strategic asset allocation weights for its traditional balanced risk profile, with the majority of the recommended equity allocation now

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Lonsec expands range of managed portfolios

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Lonsec Investment Solutions has expanded its range of managed portfolios, adding its capabilities to a further two platforms, Macquarie Wrap and HUB24. The move comes as advisers continue to turn to managed portfolios to help streamline administrative burdens and more efficiently navigate the growing breadth and complexity of financial products to best meet their client

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Lonsec strengthens portfolio construction capabilities for advisers

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Financial services research and investments specialist group, Lonsec Fiscal, says the growing administrative and regulatory demands on financial advisers, increased breadth and complexity of financial products and growing prominence of model portfolios has elevated the focus of financial advisers on effective and efficient investment implementation. In response to these trends Lonsec Fiscal has announced the

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Better outcomes with goals-based analysis

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Financial advisers now have access to a new interactive smart technology to help identify and model individual goals and outcomes for clients. Lonsec Research has launched its Goals-Based Analysis (GBA) tool, the first of a new wave of actuarial backed modelling tools that allows financial advisers to analyse different investment strategies based on the client’s

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Telstra Super joins Lonsec & Milliman retirement network

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Investment research house Lonsec Research Pty Ltd (Lonsec) and global actuarial and consulting firm Milliman yesterday  announced that Telstra Super Financial Planning (a wholly-owned subsidiary of Telstra Super), has become the first financial services group to sign up to Lonsec Retire, a collaboration between Lonsec and Milliman that provides financial advisers with access to contemporary

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Lonsec & Milliman Forms Industry Panel for Retirement

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Investment research house Lonsec Research (Lonsec) together with global actuarial and consulting firm Milliman have formed an industry panel consisting of six financial product providers to assist financial planners navigate through the complex issues relating to investing in retirement. BT Investment Management, Colonial First State, Macquarie, Metlife, MLC and Plato Investment Management, have joined forces

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Demographic tidal wave effects felt throughout financial services

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Lonsec and Milliman launch retirement website to provide practical solutions for advisers  Investment research house Lonsec Research (Lonsec), in partnership with global actuarial and consulting firm Milliman, yesterday unveiled a retirement website designed to provide practical and implementable solutions for financial advisers providing advice to retiree clients. As Australia’s population ages, the funding of retiree

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