Benjamin Levy

Benjamin Levy

News by this author

17 April 2013

Super funds warned to more closely monitor intrafund advice outsourced to planning firms....

image
17 April 2013

A financial adviser has been battling with TAL for more than two years over the commission arrangements surrounding one of his clients....

image

Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...

image
27 March 2013

With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...

image

Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....

image
28 February 2012

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

image
18 January 2012

In a bid to boost demand for its margin lending services, National Australian Bank (NAB) will launch a margin loan product for SMSF investors next month. ...

image
7 December 2011

Three industry executives have launched a networking site for investment professionals in an attempt to end opaque and unscrupulous behaviour surrounding investment recom...

image
1 December 2011

Industry executives have raised the prospect of the Australian Securities and Investment Commission (ASIC) investigating whether responsible entity companies (REs) will b...

image
17 November 2011

The Financial Planning Association (FPA) has raised concerns about Treasury's admission that its failure to conduct a regulatory impact analysis on the Future of Financia...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Avenue 17

I apologise, but, in my opinion, you are not right. I am assured. Let's discuss it. Write to me in PM, we will communica...

11 hours ago
Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

1 day 11 hours ago
JOHN GILLIES

iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

1 day 15 hours ago

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

9 months 2 weeks 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 1 week ago

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

9 months 2 weeks ago