Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
Benjamin Levy
Benjamin Levy
News by this author
Super funds warned to more closely monitor intrafund advice outsourced to planning firms....
A financial adviser has been battling with TAL for more than two years over the commission arrangements surrounding one of his clients....
Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...
With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...
Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....
ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....
In a bid to boost demand for its margin lending services, National Australian Bank (NAB) will launch a margin loan product for SMSF investors next month. ...
Three industry executives have launched a networking site for investment professionals in an attempt to end opaque and unscrupulous behaviour surrounding investment recom...
Industry executives have raised the prospect of the Australian Securities and Investment Commission (ASIC) investigating whether responsible entity companies (REs) will b...
The Financial Planning Association (FPA) has raised concerns about Treasury's admission that its failure to conduct a regulatory impact analysis on the Future of Financia...
Analysis by this author
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...