All Articles tagged with 'Michael Wright'

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Evidentia to join Generation Development Group

From Generation Development Group

Generation Development Group (ASX: GDG) has entered into a binding agreement to acquire 100% of Evidentia Group (Evidentia), significantly strengthening its position in the rapidly growing managed accounts market, which

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11 Feb 2025

AMP Advice launches Australia-first solution for democratising access to managed portfolios

From AMP

AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices – a first of its

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01 May 2024

Lonsec Research appointed research partner for Godfrey Pembroke amidst the Licensee’s Business Transformation

From Lonsec Research

Lonsec Holdings has announced it has been appointed exclusive research partner for Godfrey Pembroke Group (GPG), as the Licensee exits institutional ownership after two decades. Lonsec’s reappointment as the mandated

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23 Apr 2024

Lonsec appoints Executive Director Adviser Sales and Service

Lonsec Holdings has announced the key strategic appointment of Marc Hraiki to the newly created position of Executive Director Adviser Sales and Service. The appointment follows the acquisition of Implemented

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21 Apr 2023

Lonsec announces changes to its Investment Solutions business

Lonsec Holdings has announced that Lukasz de Pourbaix, Executive Director, Lonsec Investment Solutions and Chief Investment Officer (CIO) will be departing Lonsec to pursue an exciting opportunity with a global

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17 Apr 2023

Lonsec appointed exclusive research partner for InterPrac Financial Planning

Lonsec Holdings has announced its partnership with InterPrac Financial Planning. Lonsec has been appointed the mandated research provider for InterPrac and has commenced a bespoke onboarding program for all advisers

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20 Mar 2023

Lonsec announces staff can work from anywhere in the world

Research House Lonsec has announced significant changes to its working policies, in response to the insights gained during the COVID shutdown and feedback from its staff. The necessity of working

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07 Mar 2022

Xplore Wealth Ltd appoints New Chief Executive Officer

Xplore Wealth Ltd (Company or XPL) (ASX: XPL) has announced the appointment of Michael Wright as Chief Executive Officer (CEO) as the Company embarks on a new stage of its

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08 Aug 2019

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]