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Showing 31 - 40 of 78 results for %22Lonsec Investment Solutions%22

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... FirstChoice, CFS FirstWrap and Macquarie Wrap rounded the top five out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning software and investment research categories respectively. The results show advisers' ...

MGP to expand super solutions, director resigns

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
... Semmens is a former operations and compliance consultant at JB Were and Credit Suisse. He also spent more than a decade with Lonsec, most notably as acting managing director between 2010 and 2012. He commenced in April and is based in Melbourne. MGP ...

Link Fund Solutions chief to depart

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... chosen to lead the consolidated business which will maintain the Link Advice name. Link purchased Adviser Network from Lonsec in June 2017.

Link Advice chief departs in business restructure

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... restructure will involve bringing Link Advice and Adviser Network under the one roof. Link acquired Adviser Network from Lonsec in 2017. The new chief executive of the consolidated business will be Duncan McPherson, who joined Link following the Adviser ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... network," he said. The service was developed in collaboration with advisers, with portfolios curated by Lonsec Investment Solutions. MPS will be used by a number of IOOF's licensees, totaling about 250 financial advisers.

ANZ Wealth research boss departs for Mercer

ALEX BURKE  |  MONDAY, 4 DEC 2017
... investment products and services at UBS Wealth Management Australia. He has also been a global research strategy consultant at Lonsec, a strategy director at Skandia Investment Group and Hong Kong country manager at Rainmaker Information. An ANZ spokesperson ...

Former Lonsec chief executive joins Perpetual

ALEX BURKE  |  FRIDAY, 24 NOV 2017
The former group chief executive of Lonsec has joined Perpetual Investments. Amanda Gillespie joins Perpetual in the newly-created role of general manager client solutions and strategy. Perpetual Investments group executive David Lane said the new role ...

Research house and advice group partner

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
... Australia's largest non-institutionally owned financial advice groups receive investment research and consulting services from Lonsec Research. Lonsec's iRate platform will be rolled out to advisers licensed by Synchron, providing Lonsec's full suite ...

Lonsec grows retirement panel membership

KARREN VERGARA  |  THURSDAY, 22 JUN 2017
Challenger is the latest to join Lonsec's thought leadership panel aiming to provide financial planners insights and solutions when it comes to advising clients on retirement. Lonsec Retire is an initiative between the research firm and actuarial provider ...

Link Group acquires robo-advice business

ALEX BURKE  |  MONDAY, 5 JUN 2017
Link Group is entering the digital advice sector with the acquisition of a company previously owned by Lonsec. Adviser Network provides digital advice services to Australian institutions, and will be incorporated into Link Group's Information Digital ...