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Showing 21 - 30 of 79 results for %22Lonsec Investment Solutions%22

VanEck changes ETF portfolios

ALLY SELBY  |  THURSDAY, 19 DEC 2019
The fund house and Lonsec Investment Solutions have made a number of changes to their three low-cost ETFs. The portfolios are designed to help financial advisers and brokers to build diversified portfolios for their clients, while also respecting their ...

Lonsec bolsters research leadership

HARRISON WORLEY  |  TUESDAY, 19 NOV 2019
... solutions. Former Evans Dixon Corporate and Institutional chief operating officer Lorraine Robinson will take control of Lonsec Research in December as the firm's executive director. Robinson is set to bring a mix of commercial acumen and strong research ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... Bornstein; Credit Suisse executive director of investment consulting Stephen Cabot; Koda Capital head of research Jason Coggins; Lonsec Research general manager of investment consulting Lukasz de Pourbaix; Rainmaker head of investment research John Dyall ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... It has also prompted some in the industry to warn that potential conflicts of interest exist in managed accounts, with Lonsec warning that advisers must interrogate these risks. Financial Standard's 2019 Managed Accounts Survey of financial advisers ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... head of distribution and marketing. Anne Hamieh steps into the role, which has been empty since Tony Nejasmic departed for Lonsec in June. Hamieh was most recently intermediary sales manager at Vanguard Australia for five years. Prior to her time at ...

Xplore continues hunt for chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
... Wealth also lost its head of distribution and marketing, Tony Nejasmic, at the start of June. Nejasmic has since joined Lonsec as head of wealth management. His replacement has been appointed but not yet announced by the company. It was a mixed quarter ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
Lonsec is looking to help financial advisers transition away from conflicted advice models by acquiring their in-house managed portfolios. Lonsec is offering to purchase in-house managed portfolio solutions from advice licensees, allowing advisers to ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... implementation of portfolio changes enabled by managed accounts can have a significant impact on investors' wealth, latest Lonsec analysis shows. Citing responsiveness as a key benefit of managed accounts, Lonsec measured the hypothetical excess return ...

Lonsec appoints marketing director

HARRISON WORLEY  |  FRIDAY, 16 NOV 2018
Lonsec appointed a former Clime Asset Management executive to lead its marketing efforts. Rob Hardy links with Lonsec as the firm's new executive director of sales and marketing - a new role, which is set to see Hardy also assume responsibility for ...

Boutique grows to meet managed accounts demand

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... chief executive Andrew Alcock confirmed the firm would manage investment options alongside giants such as Morningstar and Lonsec in its new core platform offering. "The standard investment offerings in the core offer are a well-regarded, well managed ...