30 May 2019 - For many, approaching retirement is often characterised by heightened emotion and anxiety associated with competing life goals and financial objectives. Each ...

Building a goals-based investment portfolio

By Michael Elsworth Read now

21 May 2019 - Last week, we partnered with Money Management to recognise the best performing funds at the annual Money Management and Lonsec Fund Manager of the Year ...

2019 Fund Manager of the Year Awards

By Libby Newman Read now

9 May 2019 - AB’s latest insights update shows that markets have snapped back from a tough 4Q18. Click here to view the article.

Volatility Insights

By AllianceBernstein Read now

6 May 2019 - Leading research house and managed account provider Lonsec will work with financial advisers seeking to transition from conflicted advice models and ...

Lonsec helps advisers tackle conflicted advice

By Gordon Toy Read now

3 Apr 2019 - Last night Treasurer Frydenberg handed down his first budget a month before the regular budget season. With the possibility of a May election, this budget is ...

Budget’s fate will be determined by the economy

By Amy Li Read now

7 Mar 2019 - Nominees for the Lonsec Money Management Fund Manager of the Year have been announced, with the winners to be announced at the 2019 Fund Manager of the Year ...

Fund Manager of the Year Nominees Announced

By Libby Newman Read now

26 Feb 2019 - This article is intended for licensed financial advisers only and is not intended for use by retail investors. Equity markets have continued their recovery ...

Don’t assume volatility is behind us

By Lukasz de Pourbaix Read now

18 Feb 2019 - Labor’s proposed changes to franking credits will result in a meaningful reduction in income for zero or low tax rate retirees invested in equity funds, ...

Franking credit overhaul will leave investors out of pocket

By Adrian Hoe Read now

17 Feb 2019 - Lonsec has seen significant growth in its Managed Accounts offering over the last 12 months, as financial advisers increasingly seek an efficient way to ...

Lonsec Managed Accounts now available on Netwealth

By Lukasz de Pourbaix Read now

12 Feb 2019 - Earlier this month, at his first public speech for 2019, RBA Governor Phil Lowe conceded the rate outlook is now “evenly balanced”, dropping the rate ...

RBA reassesses its outlook for the Australian economy

By Amy Li Read now

7 Feb 2019 - The financial services industry was collectively holding its breath on Monday as Commissioner Hayne delivered the final report into misconduct and the 76 ...

Winds of change came well before the Royal Commission

By Libby Newman Read now

6 Feb 2019 - Vertical integration in the advice sector has been a point of discussion within the financial services industry for many years. There are obvious conflicts ...

Managed accounts can’t fly under the regulatory radar

By Lukasz de Pourbaix Read now