Benjamin Levy

Benjamin Levy

News by this author

17 April 2013

Super funds warned to more closely monitor intrafund advice outsourced to planning firms....

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17 April 2013

A financial adviser has been battling with TAL for more than two years over the commission arrangements surrounding one of his clients....

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Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...

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27 March 2013

With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...

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Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....

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28 February 2012

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

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18 January 2012

In a bid to boost demand for its margin lending services, National Australian Bank (NAB) will launch a margin loan product for SMSF investors next month. ...

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7 December 2011

Three industry executives have launched a networking site for investment professionals in an attempt to end opaque and unscrupulous behaviour surrounding investment recom...

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1 December 2011

Industry executives have raised the prospect of the Australian Securities and Investment Commission (ASIC) investigating whether responsible entity companies (REs) will b...

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17 November 2011

The Financial Planning Association (FPA) has raised concerns about Treasury's admission that its failure to conduct a regulatory impact analysis on the Future of Financia...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 15 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 13 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 16 hours ago