Benjamin Levy

Benjamin Levy

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Securitor’s Jason Gapps has urged financial planners to make up the shortfall of data about their practices before switching to fee-for-service, and not to “h...

Dealer Group Advisers director Andrew Wheeler points to research that suggests the Government has overestimated the level of volume rebates received by advisers, and whet...

Advisers who have found their ‘revenue world shrinking’ are now considering residential property advice, according to the Ironstone Group’s Jason Isherw...

Advisers must not be over-optimistic about the state of the Australian economy and share market, according to the chief investment officer of Russell investments, Andrew ...

Aberdeen Asset Management’s Leanne Bradley warns against too much adherence to benchmarks in retirement products....

Planning practices should not simply acquire C and D client books from other practices if they are looking to expand, according to the managing director of Encore Group, ...

In a changing investment landscape dealer groups need to adapt to survive, and Snowball is one group that is carefully considering its options....

The research supporting ESG investments needs to be more transparent, according to industry investments and governance specialist, Robert Fowler....

An AIA executive has warned of the need to understand different demographics when insurers seek to expand into Asia....

Financial Services Council chief executive John Brogden has argued that the Cooper Review’s MySuper proposals will be unnecessary if the FOFA changes are implemente...

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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 ago

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

3 weeks 1 day ago