Benjamin Levy
Benjamin Levy
News by this author
Appoints Elixir Consulting managing director Sue Viskovic to board of advice program....
The new structure will incorporate changes from the forthcoming sale of Elders' insurance operations to QBE....
Statewide will upgrade system with Bravura Sonata Suite tools....
Will offer additional services to proactive traders during the year....
Move comes after restructure of back-office and review of research processes....
Dealer groups are increasingly recruiting and training Certified Financial Planners (CFP) in an attempt to guard against possible breaches of regulation, with one in thre...
Strong equity rallies contribute to positive returns after negative month in June....
What becomes relevant information for financial advice is being influenced by data collector expertise....
Regulatory changes to overcome deficiencies in managed investments would be inappropriate for insurance brokers....
Submission to the joint parliamentary inquiry claims the buyer of last resort policy is biased towards product providers....
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...