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Showing 11 - 20 of 31 results for "Ben Marshan"

Product provider makes big FASEA promise

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... Nation's 17 Sustainable Development Goals." Financial Planning Association of Australia head of policy and standards Ben Marshan told Financial Standard that he expects to see more product providers come out with ways their offerings meet FASEA standards. ...

Advisers still unclear on referral rules

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
... are not subject to the code provisions." Financial Planning Association of Australia head of policy and standards Ben Marshan told Financial Standard : "I guess the problem is FASEA are not overly clear in how they communicate, and while their position ...

ASIC alters adviser levy

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
The Financial Planning Association of Australia head of policy and standards Ben Marshan has pointed out that ASIC has quietly altered the per adviser levy recently. Marshan told Financial Standard that financial advice businesses which have budgeted ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... interactive, real-time financial plan, in a secure portal or on a smartphone app," FPA head of policy and standards Ben Marshan said. "It's about 'breaking paper' - we must utilise the full breadth of digital, tech and communication modes available to ...

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... Australia is calling for more to ensure compliance. Speaking to Financial Standard, FPA head of policy and standards Ben Marshan said: "It was an important step for ASIC as there was a legal requirement for licensees to ensure financial planners were ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... should be based on broader long-term interests and future circumstances of the client. FPA head of policy and standards Ben Marshan explained the confusion has largely arisen by how delayed the FASEA guidance has been, and the authority's less than clear ...

Advice associations weigh in on member interests bill

HARRISON WORLEY  |  FRIDAY, 19 JUL 2019
... believes has been discounted by the proposed legislation. As a result, FPA head of policy and professional standards Ben Marshan said the association wants TPD insurance to be carved-out of the legislation, so it remains as an opt-out policy to ensure ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
Financial Planning Association of Australia head of policy and standards Ben Marshan said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on ...

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... Only two-in-five advisers (19%) opposed the idea. The Financial Planning Association of Australia's policy lead Ben Marshan believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... technology, the paper said. At a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession with hardcopy Statements of Advice is a hindrance in more ways than ...