Author Archive for: Rob Hardy

Entries by Rob Hardy

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Media release: Lonsec appoints new CEO

The Lonsec Board of Directors is very pleased to announce the appointment of Mike Wright as CEO of Lonsec effective 5th July 2021. Lonsec Chairman Mark Spiers said, “Mike’s unique blend of leading teams to develop and implement client-oriented growth and service initiatives along with his strong industry relationships and knowledge were exactly the leadership attributes […]

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Lonsec expands leadership team to support growth in research and managed accounts

Lonsec has announced key changes to its research team to support the growing demand for high-quality investment research and managed account solutions. Topping the announcement is the appointment of Lorraine Robinson as the new Executive Director of Lonsec Research, who will take the reins in early December after eight years at Evans & Partners, most […]

Advisers must avoid the managed account conflict trap

Managed accounts are exploding in popularity due to the clear advantages they offer licensees and their clients, but leading investment research house Lonsec has warned that advisers are gambling with their business if they don’t address potential and actual conflicts associated with in-house managed account products. According to Lonsec, advisers must look for ways to […]

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Lonsec’s Retire program to focus on helping advisers withstand the coming retirement storm

With Australia’s economic expansion under threat, house prices falling, and a wave of people set to retire over the next decade, financial advisers are under pressure to provide advice and solutions that can withstand Australia’s future retirement challenges. Lonsec’s Retire program addresses the growing need for the financial services industry to work together to come […]

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