Benjamin Levy

Benjamin Levy

News by this author

4 August 2011

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...

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3 August 2011

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 ...

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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...

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

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

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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....

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29 May 2011

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...

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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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Michael Chalmers

Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...

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If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...

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Commissioner Hayne recommended Consent Forms to stop Bank Executives [not Advisers] illegally taking fees out of consume...

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago