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Showing 11 - 20 of 26 results for "Ben Marshan"

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 ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... Advice Intelligence roundtable, Financial Planning Association of Australia 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 one. ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said construction of the current licensing regime is hindering advisers' ability to demonstrate value and strengthen ...

Baby boomers receive $259 million, pension work bonus lifted

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... Aussies are currently on the Age Pension. Financial Planning Association's head of policy and government relations Ben Marshan said lifting the pension work bonus has a positive impact on retirees. "Allowing age pension age Australian's the ability to ...

Royal Commission sees increased ASIC, APRA funding

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... allowed to borrow directly. Earlier today, Financial Planning Association head of policy and government relations Ben Marshan said the FPA has "supportive of the extra funding ASIC received last year. ASIC is moving to a self-funding model from this ...

What the associations want from Budget 2018

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... this year we are supportive of it, especially for financial planning," FPA head of policy and government relations Ben Marshan said. Australian Institute of Superannuation Trustees (AIST) Last year the body which now represents $1.2 trillion of profit-to-member ...