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Showing 1 - 10 of 26 results for "Ben Marshan"

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... The Financial Planning Association of Australia also welcomed the amendment. Head of policy, strategy and innovation Ben Marshan said given this would have been the vast majority of reporting required by financial planners in relation to TMD, this administrative ...

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 ...
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