Benjamin Levy
Benjamin Levy
News by this author
Common standards for straight-through data processing will bring more efficiency for planners....
Proposals to increase online disclosure risks details being obscured by complexity of websites....
Class Financial Systems to provide SMSF platform for accountants....
Charges filed by ASIC against Astarra fund managers, nature of ASIC complaint unclear....
Short-term returns are not compelling for investors, while volatility remains key issue to consider when investing in small cap funds....
Asset based fees have dropped by more than 20 per cent as assets plunge, while accountant fees rise on different criteria....
Perennial appoints former researchers and BDMs to work with planners and research houses to develop investment portfolios....
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat...
Despite dealer groups developing their own software, major software companies control over half the market....
Analysis by this author
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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...