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Benjamin Levy
Benjamin Levy
News by this author
Communication with advisers more important than even a year ago....
The PJC on Corporations and Financial Services is gauging the industry's reaction to the possible implementation of a two-tier advice system of independent and affiliated...
MAP focusing on right mix of active equity managers in preparation for future market environment....
Appointments will focus on providing more support to advisers....
Previously held positions with QSuper and Commonwealth Bank....
Satisfaction with financial planner's super advice below market average....
It is not possible to prescribe the number of clients in a practice, according to Guardian Financial's Steve Browning....
The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice....
Financial services providers should not be allowed to appeal against the removal of their licence in cases of bad advice....
Appoints six new advisers to New South Wales and Victoria....
Analysis by this author
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Podcast
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,...