BEN MARSHAN

Financial planning

Doubt has been cast on whether Minister for Financial Services, Stephen Jones, will be able to progress the Delivering Better Financial Outcomes reforms within a year....

People & Products

Benjamin Marshan, general manager for policy and advocacy at the FPA, is to leave after seven years ahead of its merger with AFA with a replacement appointed in the inter...

Funds management

Regulation of crypto assets should be consistent with non-crypto versions, according to the Financial Planning Association of Australia, in order to protect consumers fro...

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Features

Business processes, succession planning and system efficiency are among areas that advisers can focus on this year thanks to a lull in regulatory change, writes Oksana Pa...

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Financial planning

Most of the Financial Planning Association of Australia’s members are against providing a full experience pathway and the association is working through a way to balance ...

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Financial planning

The compensation scheme of last resort should be expanded to include the jurisdiction of the complaints authority, not retrospectively, according to the Financial Plannin...

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Financial planning

Making financial advice tax deductible is one of the key goals for advocacy in the new year for the Financial Planning Association of Australia....

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Financial planning

With a Federal Election and several reviews underway, there will be no room for regulatory changes in 2022 but the end of the year will be a different story once those ar...

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Financial planning

The roles of the adviser and licensee may need to be more clearly defined for the individual adviser registration regime to properly function. ...

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Financial planning

Industry associations have welcomed the one-off exam measure but would have liked the extension to have included those who had experienced significant events that had pre...

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Financial planning

To avoid any uncertainty over the Financial Adviser Standards and Ethics Authority exam scheduling next year, advisers should only take the ‘career break’ option as a las...

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Features

COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...

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Financial planning

The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...

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Features

The Retirement Income Review has been welcomed by many in the industry, but Chris Dastoor writes, it is still uncertain what it will mean for the industry in the long-ter...

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Financial planning

Financial advisers are struggling to cope with the increased burden of the economic crisis from the COVID-19 pandemic....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 day 17 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 day 18 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

2 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago