Benjamin Levy
Benjamin Levy
News by this author
Forty-five per cent of Australians don't believe they need additional insurance cover despite crisis....
National Australia Bank and are other major lenders are turning away cash-strapped financial planning practices with unsustainable business models....
Software system requires little servicing, comes with automatic online upgrades....
Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....
Will boost its risk adviser representation in Brisbane, Melbourne and Canberra to diversify revenue, consolidating its back-office systems....
Funds to meet investor need for growth and capital protection during market downturns....
Martin Murden has criticised the lack of representation for SMSFs on the super review committee, and says self-funded retirees could suffer from potential changes....
Dedicated short bias significantly improves performance from April returns....
Rival fund manager Balmain Trilogy aims to replace City Pacific as fund manager, 97 per cent of votes received in favour....
Rising costs and tighter margins making it harder for individuals to run a financial planning business....
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...