Hayne’s benign take on the separation of product and advice left the door open for conflicts of interest in managed accounts to continue. Not everyone is convinced that this is a problem.
Tahn SharpeFebruary 13, 2019
Improving fundamentals offer a window of opportunity for investors who want to take a long ride on the emerging markets wave.
Ben PowerJune 2, 2017
Research house Lonsec has upgraded the Australian Unity Property Income Fund (“Fund”) to a ‘Recommended’ rating. “The ‘Recommended’ rating indicates Lonsec has a strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The financial product is considered an appropriate entry point to this asset class or strategy,” Lonsec said. […]
Cut+PasteJuly 30, 2015
A breakdown in investment research protocols can spell disaster for Australian Financial Services licensees, as demonstrated by the ongoing investigations into IOOF. Conflicts of interest, including investment manager recommendations that lacked reasonable bases, are among some of the allegations leveled at IOOF, which employed its own research team. While the dealer group may have had […]
Glenn FreemanJuly 19, 2015
Research house Lonsec and actuarial consulting firm Milliman have assembled a panel of experts to write regular investment articles for subscribers to their new retirement website. Subscribers to the new Lonsec Retire web service will have access to thought leadership on a variety of topics relevant to constructing portfolios in retirement written by BT Investment […]
Leng YeowOctober 25, 2013