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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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Centrepoint brings director to board

Centrepoint brings director to board

Dealer group Centrepoint Alliance has brought on Alexander (Sandy) Beard as an independent non-executive director from 1...READ MORE

AFA reveals details of 2020 roadshow

The Association of Financial Advisers has announced the program and dates for next year’s national roadshow. READ MORE

FPA launches guide on the future SOA

The Financial Planning Association of Australia has released a new digital interactive guide on the future of the statem...READ MORE

Westpac penalised $9.15m for poor advice

The Federal Court of Australia has ordered Westpac to pay a penalty of $9.15 million in respect of 22 contraventions of ...READ MORE

Leveraging data and research to better serve advisers

Advice is evolving at a rapid pace – shifting from a world of product distribution to true client-centric advice. Toda...READ MORE
Brie Williams

Advisers should outsource portfolio management: SSGA

A new report has highlighted the business growth potential of advice practices outsourcing their portfolio management as...READ MORE
Phillip Kingston

Digital advice transcends age stereotypes, research finds

A fintech’s research into its digital advice platform has found that users from right across the age spectrum utilisin...READ MORE

AMPFP drops MDA services following ASIC probe

AMP Financial Planning has stopped providing managed discretionary account (MDA) services following the imposition of ta...READ MORE
Lifespan expands compliance team

Lifespan expands compliance team with two new hires

Dealer group Lifespan Financial Planning has boosted its compliance team with appointments joining from MLC Wealth and S...READ MORE

NAB taken to court for fees for no service

ASIC has commenced civil penalty proceedings in the Federal Court against NAB and is seeking findings of several thousan...READ MORE

NAB trustee meets extra licence conditions, says ASIC

The superannuation trustee of NAB, NULIS Nominees (Australia), has met the additional licence conditions put on it as a ...READ MORE

Industry funding model spurring AFSL cancellations

A new ASIC report reveals it has received an “atypically large” volume of AFSL cancellation applications as a result...READ MORE
Strategic partnership

Advice firm enables better access to home equity release

An advice firm specialising in equity releases and a platform facilitating client access to the government’s Pension L...READ MORE

MLC Wealth reshuffles advice leadership

MLC Wealth has announced changes to the leadership of its advice business following the resignation of one of its execut...READ MORE
Eugene Ardino

Lifespan to assist advice firms towards their own AFSL

Advice dealer group Lifespan Financial Planning is launching a broad-ranging support service for advice businesses trans...READ MORE


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