Benjamin Levy

Benjamin Levy

News by this author

Advisers have to work with their clients to make sure they understand their insurance policies, according to Colonial First State general manager of advice Marianne Perko...

Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...

The sharemarket is stagnating in the current environment and could either deteriorate or resume its growth trajectory, investors have been warned....

The introduction of the Future of Financial Advice (FOFA) changes could spur the emergence of a new player in the platforms and wraps sector, by driving advisers who are ...

Dealer group Wealthsure will take on a number of financial planners from suspended financial planning firm Seagrims as authorised representatives, and provide advice to t...

Major industry research houses have renewed their calls for legislation to be introduced to stop fund managers putting misleading names on their funds....

Advisers are finding their expansion plans stymied by their own sloppiness....

Hedge funds have been knocked around in recent times, but there’s nothing like a return of 13.2 per cent after fees to make someone sit up and pay attention....

Stronger Super chairman Paul Costello has told delegates at a Financial Services Council/Deloitte lunch the debate around MySuper needs to shift from cost back to quality...

A relative newcomer has been named the winner of the Rising Star category at the Money Management/Lonsec Fund Manager of the Year Awards this year....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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