Search ResultsShowing 1 - 10 of 100+ results for "Lonsec"
BetaShares defends Dividend Harvester ETF after critical report
ELIZA BAVIN  |  WEDNESDAY, 11 SEP 2019
... it's Dividend Harvester Fund after it failed to achieve an "investable" rating. The fund was the subject of a critical Lonsec report which criticised the "capital erosion" suffered by the product. Returns from the Dividend Harvester Fund have remained ...
Beware adviser conflicts of interest: Lonsec
ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... investment platform market in Australia is in managed accounts already and that number is growing every year. According to Lonsec head of wealth management sales Tony Nejasmic, advisers must be wary of the conflicts that exist. "Managed accounts have ...
New distribution head for listed platform
ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... 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 Vanguard ...
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 ...
Charter Hall industrial fund scores top Lonsec rating
HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
Charter Hall's Direct Industrial Fund No.4 (DIF4) scored Lonsec's top rating. The independent research house rated DIF4 as Highly Recommended, noting its portfolio was 100% occupied by "high-quality tenants" and was well positioned in terms of future ...
Industry fund appoints deputy CIO
ELIZABETH MCARTHUR  |  TUESDAY, 18 JUN 2019
... Cbus in 2013 Chatfield worked in asset consulting, funds management and research with Frontier, Challenger, UniSuper and Lonsec. Before moving into investment he worked in the superannuation group at KPMG.
Platform distribution lead departs
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
... Tony Nejasmic is leaving to take on a new role elsewhere. Financial Standard understands he has accepted a new role at Lonsec. Nejasmic first joined Xplore Wealth - then Managed Account Holdings - in May 2017 from Calastone where he was director of business ...
Nikko AM adds BDM
JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
... NSW/ACT/QLD. Damien Casey has been appointed to bolster the sales efforts of Nikko AM in NSW, ACT and Queensland, joining from Lonsec. Reporting to Nikko AM's head of wholesale Rob Bluzmanis, Casey will focus on delivering the fund manager's ...
Frontier Advisors adds consultants
JAMIE WILLIAMSON  |  MONDAY, 20 MAY 2019
Frontier Advisors is expanding its consulting team with two new hires from Mercer and Lonsec. In response to new business growth, the advisory firm will welcome Daniel Leslie and Adrian Hoe as consultants. Both will operate in Frontier Advisors' generalist ...
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 ...
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