Following Lonsec’s acquisition of Implemented Portfolios in 2022, the research partner has announced the newly created role of executive director adviser sales and service.
Lonsec has integrated its Lonsec Investment Solutions business with Implemented Portfolios Limited’s managed account solutions to offer a broader suite of investment options.
ANZ’s life business re-launched under a new brand, while one of the major researchers expanded its managed account services. After two decades leading Xplan, Iress CEO Andrew Walsh announced his retirement.
An adviser research house and a managed discretionary account (MDA) provider have reached an agreement on an acquisition. Lonsec has announced the acquisition of an MDA provider to high net wealth in