Benjamin Levy

Benjamin Levy

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The FPA calls for industry support to give its DollarSmart program more impetus....

Australians need to be educated at an early age about financial matters, and it’s up to advisers to take that step, according to Novus Capital’s Sara Harman....

The lacklustre recovery from the global financial crisis can be seen in the growth or decline in planner numbers and FUA, writes Benjamin Levy....

Several industry fund executives have acknowledged the industry fund's war on commissions has caused collateral damage to financial advice and hurt the ability of super f...

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Diversifying an advice practice through acquisitions can become an expensive exercise when advisers don't have the expertise to retain the clients they paid for, argues A...

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Advisers hoping to specialise in a niche market need to involve themselves in their clients' professional environments, and preferably build a profile in those communitie...

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Several super fund experts at an ASFA briefing in Melbourne have questioned the relevance of intra-fund advice, claiming that the public demand for personal advice was gr...

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The grim days of the global financial crisis may have passed, but, as Benjamin Levy reports, there is sufficient uncertainty about sovereign debt and the pace of economic...

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Continuing overseas market volatility has driven hedge funds into negative returns again, with the overall sector posting minus 0.02 per cent for the current year....

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Chris Bowen has acknowledged the Cooper Review's lack of focus on retirement income products and said the Government needs to do more to make them attractive....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago