Benjamin Levy

Benjamin Levy

News by this author

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

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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...

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

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...

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

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...

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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...

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

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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....

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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 ...

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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 1 day ago

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

3 weeks 2 days ago