BEN MARSHAN

Financial planning

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

image
Features

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 ...

image
Financial planning

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

image
Financial planning

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

image
Financial planning

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 ...

image
Financial planning

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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 1 hour ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 23 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 2 hours ago