Benjamin Levy

Benjamin Levy

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Advisers need to be more confident about their value propositions for life insurance, according to the chief executive of Tower Australia, Jim Minto....

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Financial planners looking to acquire another practice need to make sure the seller is willing to stay on for a period to help with client transition, according to Alan K...

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Delegates at Synchron's annual conference in New Zealand have entered into a spirited debate over the extent of ASIC's powers....

New legislation has prompted concern about the future of margin lending among industry commentators. Yet with confidence that the rebounding share market will stimulate f...

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Penson Financial Services enters into clearing house deal with Austock subsidiary....

Financial planners have been warned they risk failing recommended fiduciary requirements to act in their clients' best interests if they choose not to advise on margin le...

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Financial planners are not doing enough to move their clients into level insurance premiums, resulting in higher costs for clients and higher profits for insurance compan...

FKP Property Group has appointed David Hunt as its new chief financial officer....

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The SPAA has urged industry and the Government to work together to remove harsh penalties for super fund investors who mistakenly make excess super contributions....

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The outgoing chief executive of the Financial Planning Association, Jo-Anne Bloch, has criticised the three government reviews as a "hodgepodge" of issues and pointed to ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 3 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 6 hours ago