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|Search Results||Showing 1 - 10 of 25 results for "Ben Marshan"|
|... 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 ...|
|... 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. ...|
|... 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 ...|
|... 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 ...|
|... 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. ...|
|... 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 ...|
|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 ...|
|... 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 ...|
|... 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 ...|
|... 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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Aware Super is implementing a new suite of technology products that will allow it to in-source member experience, including administration, so far done by Mercer.
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Russell Investments has launched a new personalised super product, replacing its MySuper offering as it eyes mandates from other funds.
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An investment advisory boutique which soft launched in September, headed by former PwC chief executive Luke Sayers, has bolstered its leadership team.
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Design and distributions obligation (DDO) reforms may have been pushed back to October next year as a result of COVID-19 but ASIC said it is top of the priority list for 2021.
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