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Showing 1 - 10 of 100+ results for "Lonsec"

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... First State has partnered with three research consultants to launch a low-cost managed account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform with ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 is the provider of the MDA, financial advisers are not required to have ...

Boutique hires from AMP Capital

ANNABELLE DICKSON  |  THURSDAY, 17 JUN 2021
... Talaria recently lost its director of business development Elfreda Jonker to Alphinity Investment Management. Late last year, Lonsec Investment Solutions increased its investment in the Talaria Global Equity Fund.

Lonsec appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
... Charlie Haynes's impending departure last month. Former Xplore Wealth chief executive Michael Wright will now lead Lonsec, after the ASX-listed platform business was bought by HUB24. Prior to Xplore Wealth, Wright worked in Westpac's BT business. ...

Research aims to solve cash conundrum

ELIZABETH MCARTHUR  |  THURSDAY, 6 MAY 2021
... financial adviser is important for retirees. Allianz Retire+ has been in the Australian market for two years and, according to Lonsec, has just over $33 million in funds under management in the Future Safe product. Lonsec recently re-categorised Future ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... advice is important," Cbus group executive member and employer experience Marianne Walker said. Her appointment comes after Lonsec upgraded a number of Cbus investment options to highly recommended. To date, Cbus is the only industry fund whose options ...

AMP Capital shutters dud fund, Naeimi departs

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... for the Dynamic Markets Fund since 2015. The troubled $180 million fund was recently downgraded to "investment grade" by Lonsec. Oliver was initially involved with the fund but AMP Capital said recently his involvement has been limited to providing economic ...

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
Elston Asset Management has made two additions to its distribution team, hiring from Morningstar and Lonsec. Samantha Woodham has joined as a senior business development manager for Queensland and Western Australia. She was previously at Morningstar ...

Former QIC executive joins Qualitas

KARREN VERGARA  |  WEDNESDAY, 10 MAR 2021
... responsible for institutional and retail and self-managed super fund strategies. Delaney currently sits on the board of Lonsec and Trawalla Group. Qualitas chair Michael Schoenfeld said Delaney brings a wealth of strategic expertise and networks to support ...

Lonsec chief to exit, chair welcomed

KARREN VERGARA  |  FRIDAY, 5 MAR 2021
The chief executive of Lonsec will step down after three years, while a new chair, a former BT executive, has been named. Charlie Haynes joined the research house in April 2018, helping reshape and expand subsidiaries Lonsec Research, SuperRatings and ...
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