If you are not happy with the results below please do another search
For those inclined to question the value of financial advice, there are two important trends taking place right now that need to be reckoned with. Firstly, the federal government is committed to the scheduled rise in the superannuation guarantee, which will see the rate rise to 10% by 2021 and, if the government sticks to […]
One of the most common investment pitfalls is to back the current winner. All too often investors pile into the best performing share, asset class or fund manager over the past year in the hope that its success will be repeated. This type of naïve momentum strategy can pay off in the short term, but […]
Lonsec Holdings today announces the key strategic appointment of Nathan Lim as Chief Investment Officer and Executive Director, Lonsec Investment Solutions, Lonsec’s fast growing investments division. Nathan joins from Morgan Stanley Private Wealth Management Asia where he was Co-Head of Investment Management Services. While at Morgan Stanley, Nathan developed Morgan Stanley’s award winning multi-asset investment […]
Lonsec Holdings has today 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 across the InterPrac dealer group. InterPrac advisers join over 4000 financial professionals in Australia using iRate®, Lonsec’s market leading research portal. iRate® is Lonsec’s […]
We found that most funds follow an ESG integration style approach while low carbon and climate dominate funds’ sustainability themes. This isn’t too surprising given we are seeing a large member focus among funds taking climate action. Another point of interest was that despite almost all respondents considering ESG factors in their investments, only a […]
RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios in drawdown is well known, but how can you insulate your clients’ portfolios and help […]
Can lifecycle MySuper products deliver on their promise of a lower risk position at retirement coupled with competitive returns over a member’s lifetime? Find out how we compare the universe of MySuper products irrespective of whether they follow a lifecycle or single-default strategy. Bill Buttler, Senior Manager, Consulting Camille Schmidt, Market Insights Manager, SuperRatings Please see […]
Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives. Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.