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Benjamin Levy
Benjamin Levy
News by this author
Financial planners need to make referrals a mainstream part of their businesses and develop frameworks to obtain referrals, according to consultant David Phelan....
The financial services industry has been called upon to step up to its social obligations when dealing with trustees of self-managed superannuation funds....
Dealer groups are removing investment products en masse from their approved product lists in reaction to the performance of certain asset classes during the global financ...
A soft compulsion system for super would help overcome the apathy most working Australians have towards their super without increasing the financial burden on businesses,...
Will create one of the largest member firms, with $250 million in funds under advice....
Complex products preventing planners from taking advantage of market upswings....
Software companies need to start considering how to help advisers market their knowledge to potential clients....
Broker falsified loan applications for premium insurance funding....
Big four bank customers could save thousands in annual costs if they switch to the cheapest products available....
Responsible entity unable to secure funding or implement a restructure of the trust....
Analysis by this author
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...