Ben Marshan

Financial planning

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

Features

FASEA exam doesn’t get passing grade

The industry has now had four rounds of FASEA exams, but Chris Dastoor writes advisers – particularly those who have passed – are still as confused and unhappy about the ...

Financial planning

Did ASIC quietly raise the adviser levy?

The Australian Securities and Investments Commission has been accused of unilaterally and quietly raising the per adviser levy to $1,142....

Financial planning

Future SOAs to be interactive

Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional paper-based SOAs, according to the Financial Planning Ass...

Financial planning

FPA reiterates support for planners in face of FASEA

The Financial Planning Association has sought to calm advisers nervous about FASEA’s reforms at its Professionals Congress this morning, promising that “we will help you ...

Financial planning

Advisers still hindered by FASEA’s ‘arbitrary dates’

While the Financial Adviser Standards and Ethics Authority’s updated standards show some positives, advisers are still going to be impacted by the regulator’s arbitrary d...