Benjamin Levy

Benjamin Levy

News by this author

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

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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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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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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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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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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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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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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

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago