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Search ResultsShowing 1 - 10 of 25 results for "Ben Marshan"
Robo-advice a complement, not disruptor: Six Park
ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... in a way that meets today's client needs." Financial Planning Association head of policy, strategy and innovation Ben Marshan noted in the whitepaper that one of the barriers for adviser adoption is the perception that robo-advice may not be compliant ...
FASEA extension to pass next week
ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
... calendar next week as non-controversial, meaning both parties agree it should pass. FPA head of policy and standards Ben Marshan said that during the webinar, which could not be attended by media, confirmation of the extension was welcomed by those listening. ...
Industry bodies work to ease regulatory burdens
ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... regulatory relief so that financial advisers and accountants can better cope with the load during the COVID-19 pandemic. Ben Marshan, FPA head of policy and standards, told Financial Standard that while the taskforce has been working together to ease ...
FPA advocates for reduced pension minimums
HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
... retirement income review to air the concerns of FPA members in-person. FPA head of policy and professional standards Ben Marshan - who authored the submission - also attended. According to Marshan, the meeting covered the role of advice in helping consumers ...
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 ...
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