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Adrian Flores

AUTHOR|No. of Articles: 1133

Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected].

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David Travers

Former RBC director joins advice regtech as CEO

A firm specialising in regtech risk management and compliance for financial advice has appointed a former Royal Bank of ...READ MORE
Growth

Smaller platforms leading annual FUM growth

Smaller to mid-sized platforms are leading the way in terms of annual growth in funds under management despite the overa...READ MORE
FASEA

FASEA reveals update on adviser exam for 2020

The Financial Standards and Ethics Authority has announced further details on the sittings of its adviser exam for 2020,...READ MORE
New hire

Xplore Wealth hires new distribution manager

Investment platform Xplore Wealth has appointed a former HUB24 business development manager to head up its distribution ...READ MORE
ASIC

ASIC puts insurers on notice on bushfire claims

The corporate regulator has called on insurers to provide fair and effective insurance claims handling for people affect...READ MORE
Arrow down

Risk inflows down 4.6% from last year

Total risk market inflows totalled $15.7 billion over the year ending September, a decline from $16.5 billion one year a...READ MORE
John Maroney

New advice framework needed, argues SMSFA

Limited licensing should be phased out and replaced with a new advice framework to better cater to the needs of self-man...READ MORE
ASIC

NSW adviser served with four-year ban

A northern NSW-based adviser has been banned from providing financial services by the corporate regulator for failing to...READ MORE
Philip Kewin and Dante De Gori

AFA, FPA provide response to Aussie bushfires

The Association of Financial Advisers and the Financial Planning Association of Australia have put out their responses o...READ MORE
Environment investing

Lonsec partnership to improve client guidance on ESG

Research house Lonsec has partnered with an environmental, social and governance-focused data provider to enable adviser...READ MORE
Mark Bouris

Yellow Brick Road sells advice business

The advice business of Yellow Brick Road will be sold to a boutique investment house for approximately $2.5 million as p...READ MORE
FASEA

FASEA director resigns from board

The Financial Adviser Standards and Ethics Authority has announced one of its board directors will be resigning from the...READ MORE
Exit

Over 3,000 advisers have left institutions, new data reveals

New data has found that around 3,100 advisers have left licensees owned by the big six wealth institutions – the big f...READ MORE
Mouse cursor

The most read ifa stories for 2019

If the most read stories on ifa this year were anything to go by, financial advice in Australia is continuing its long m...READ MORE
Joel Robbie

New innovation enables faster data transfer into SOAs

An advice fintech has released a new Google Chrome extension that allows advisers and paraplanners to pull data from app...READ MORE

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