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Benjamin Levy
Benjamin Levy
News by this author
Financial planners have been reminded of the need to use appropriately experienced lawyers in estate planning scenarios....
Small advice firms have been warned they need to get a better handle on the impact regulatory changes can have on their profit margins and cash flow....
Investors should reduce their exposure to commodities as any reduction in the demand from emerging markets could lead to a big drop in share market prices, according to t...
Magellan’s Gerald Stack argues advisers should look to global infrastructure for protection against the effects of inflation and falling consumer spending....
Dealer group Synchron has raised concerns about the provisions of an agreement associated with the transfer of two financial planners from Guardian Financial Planning....
Financial reform taking place both globally and in Australia is minor tinkering rather than change that will underpin safer financial markets....
The taxation regime needs be more robust to catch breaches of the Superannuation Industry Supervision Act, according to the chief executive of Opez, Cindy McDonald....
Financial planners need to establish self-managed super funds with reserves to create more flexibility, argues SMSF Strategies principal Grant Abbott....
Some industry representatives have expressed concerns that the Self-Managed Superannuation Fund Professionals' Association of Australia (SPAA) is not having a real impact...
The annuity products currently available don't do enough to help Australians manage their retirement, according to PricewaterhouseCoopers partner and actuary Catherine Na...
Analysis by this author
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...