Benjamin Levy

Benjamin Levy

News by this author

21 April 2010

Advisers need to be more confident about their value propositions for life insurance, according to the chief executive of Tower Australia, Jim Minto....

image
20 April 2010

Financial planners looking to acquire another practice need to make sure the seller is willing to stay on for a period to help with client transition, according to Alan K...

image
20 April 2010

Delegates at Synchron's annual conference in New Zealand have entered into a spirited debate over the extent of ASIC's powers....

18 April 2010

New legislation has prompted concern about the future of margin lending among industry commentators. Yet with confidence that the rebounding share market will stimulate f...

image
14 April 2010

Penson Financial Services enters into clearing house deal with Austock subsidiary....

13 April 2010

Financial planners have been warned they risk failing recommended fiduciary requirements to act in their clients' best interests if they choose not to advise on margin le...

image
13 April 2010

Financial planners are not doing enough to move their clients into level insurance premiums, resulting in higher costs for clients and higher profits for insurance compan...

7 April 2010

FKP Property Group has appointed David Hunt as its new chief financial officer....

image
6 April 2010

The SPAA has urged industry and the Government to work together to remove harsh penalties for super fund investors who mistakenly make excess super contributions....

image
24 March 2010

The outgoing chief executive of the Financial Planning Association, Jo-Anne Bloch, has criticised the three government reviews as a "hodgepodge" of issues and pointed to ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

19 hours 59 minutes ago

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

5 days 1 hour ago

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

3 weeks 3 days 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 5 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 ...

3 days 23 hours ago

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

3 days 2 hours ago