Benjamin Levy

Benjamin Levy

News by this author

Securitor’s Jason Gapps has urged financial planners to make up the shortfall of data about their practices before switching to fee-for-service, and not to “h...

Dealer Group Advisers director Andrew Wheeler points to research that suggests the Government has overestimated the level of volume rebates received by advisers, and whet...

Advisers who have found their ‘revenue world shrinking’ are now considering residential property advice, according to the Ironstone Group’s Jason Isherw...

Advisers must not be over-optimistic about the state of the Australian economy and share market, according to the chief investment officer of Russell investments, Andrew ...

Aberdeen Asset Management’s Leanne Bradley warns against too much adherence to benchmarks in retirement products....

Planning practices should not simply acquire C and D client books from other practices if they are looking to expand, according to the managing director of Encore Group, ...

In a changing investment landscape dealer groups need to adapt to survive, and Snowball is one group that is carefully considering its options....

The research supporting ESG investments needs to be more transparent, according to industry investments and governance specialist, Robert Fowler....

An AIA executive has warned of the need to understand different demographics when insurers seek to expand into Asia....

Financial Services Council chief executive John Brogden has argued that the Cooper Review’s MySuper proposals will be unnecessary if the FOFA changes are implemente...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 19 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 22 hours ago