Financial Advisers
Lonsec provides financial advisers with a full suite of investment product research, portfolio construction tools and insights, allowing you to optimise your clients’ investments. Our goal is to help you deliver better outcomes for your clients, while streamlining processes and simplifying the demonstration of best interest duties.
Access our award-winning research with iRate®
Lonsec has been in the research and ratings business for 30 years and we have one of the largest investment research and consulting teams in Australia.
iRate®, our market leading investment research platform, gives you access to this research to efficiently build complete pictures of your clients’ investment portfolios and facilitate more informed and insightful conversations with your clients.
iRate® provides unparalleled breadth and depth of qualitative research, including research on managed funds, ETFs, hybrids, LIC/LITs, SMAs, ASX 200 equities, super funds and super fund investment options.
Latest News
by Felicity Nicholson
October 16, 2025
FOR IMMEDIATE RELEASE 16 October 2025 Melbourne, Australia – Lonsec Research and Ratings is pleased to announce the appointment of Anna Schofield as Head of
by Kirby Rappell
October 10, 2025
With the AI thematic and a US federal rate cut bolstering international share market returns, superannuation research house SuperRatings estimates that the median balanced option…
by Hong Hon
October 8, 2025
Hong Hon, Manager, Global Equities, Lonsec Research and Ratings As we head into the back half of 2025, global equities are once again pushing the…
by Tony Adams
September 19, 2025
Tony Adams, Head of Sustainable Investment Research, Lonsec Research and Ratings Between 2023 and 2025, Lonsec Research and Ratings has observed a notable improvement in
by Kirby Rappell
September 11, 2025
Following a smooth start to the financial year in July, super balances continued to rise in August with leading superannuation research house SuperRatings estimating that…
by Felicity Nicholson
August 21, 2025
FOR IMMEDIATE RELEASE | Melbourne, Australia – 21 August 2025 Lonsec Research and Ratings is proud to announce that we have once again been recognised
by Kirby Rappell
August 12, 2025
While increased volatility and a late rally were hallmarks of the double digit returns for FY25, super funds have had a smooth start to the…
by Kirby Rappell
July 18, 2025
In a year of extraordinary global events, Australians can find comfort in their retirement balances continuing to grow. The first half of the year brought…
Get in touch with us
To find out more about how Lonsec can help you deliver better outcomes for your clients, contact our team or call us on 1300 826 395.