Benjamin Levy

Benjamin Levy

News by this author

Financial planners increasingly looking to reverse mortgages as a financial strategy for retiring clients who need access to home equity....

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Average payout for the death of a partner will not protect families from financial problems....

Adds $130 million in funds under advice and eight staff to practice....

Scheme would open opportunities for Australian managed investment schemes to be offered overseas....

Important for workers to review insurance arrangements in the current economic environment....

National Money Management BDM of the Year award winner to be announced at the Fund Manager of the Year awards on May 14....

Additional changes would remove impediments to super mergers; application period extended until 2011....

Global real estate investment trusts (REITs) trading at 20 per cent discounts to net asset value as a result of fall....

Advisers who forgo using platforms can save clients platform fees charged by providers....

Steadying emerging markets provide profit opportunities while sustained rallies in US and Asian equities may erase losses in market averages, according to Putnam....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 1 hour ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago