Benjamin Levy

Benjamin Levy

News by this author

27 March 2011

The Financial Ombudsman Service has hit out at recent industry suggestions that planners should have the right to appeal against determinations brought against them by th...

image
23 March 2011

Several financial planners have called for due process to be instituted to give advisers the ability to appeal against a determination brought against them by the Financi...

image
15 March 2011

Lonsdale wants to help its planners articulate the real meaning of the value of advice....

image

AFS principal Peter Daly says he’s frustrated about how long it is taking for the group to be acquired....

image

Australian Unity goes to market to raise $80 million to fund growth....

28 February 2011

Financial advice issues are still a significant factors in complaints handled by the Financial Ombudsman Service....

23 February 2011

Morningstar US head argues investor experience can count for more than total returns when weighing fund performance....

22 February 2011

Lonsec urges planners to look beyond the safety of term deposits....

22 February 2011

Lonsec has defended the cost of active management, pointing to the upside potential....

17 February 2011

Cash remains king in the minds of many clients as they monitor the slow recovery from the global financial crisis and, as Benjamin Levy reports, it rests with advisers to...

image
 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

1 day 19 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

1 day 19 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 14 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....

10 months 1 week 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. ...

10 months ago

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

10 months 1 week ago