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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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Melos Sulicich

MyState releases managed fund platform

Tasmania-based banking group MyState has announced its wealth management business, TPT Wealth, has launched a new platfo...READ MORE
Sean McCormack

Risk advisers undeterred despite profit hit

A significant portion of risk specialist advisers has made no changes to their business models despite many of them rep...READ MORE
APRA

APRA takes action over fees charged to dead super members

APRA has placed additional conditions on a Commonwealth Bank-owned licensee after it charged adviser service fees to tho...READ MORE
Julie Berry TPB

Xplore Wealth adds non-executive director

Advice platform Xplore Wealth has appointed a new non-executive director to its board, replacing non-executive chair Pet...READ MORE
Josh Mennen

Broaden life insurance cold call ban: Maurice Blackburn

ASIC's ban on cold call telephone sales of direct life insurance is welcome but needs to be broadened to apply to other ...READ MORE
Sandy Macleod

The enigma of person-centred claims management

Life insurance claims workers are most satisfied when they see and feel they’ve contributed to a person on claims reco...READ MORE
Advice practices are in a buyers market

Advice practices are ‘in a buyers’ market’: AZ NGA

Advice businesses are currently in a buyers’ market for the first time in Australia’s short financial planning histo...READ MORE
Annick Donat

Madison Financial Group undergoes rebrand

Dealer group Madison Financial Group has undergone a rebrand to Sargon Adviser Services as it aligns its business more c...READ MORE
Will Hamilton

FASEA fills board vacancy with new director

The government has appointed a new director to FASEA’s board almost four months after the resignation of CountPlus man...READ MORE
Lack of generational planning

Lack of generational planning leaving clients ill-prepared

Many Australians are not prepared for when wealth needs to be passed to the next generation of their family, with most c...READ MORE
Shannon Bernasconi

Future of advice could shift to ‘naked pricing’ model

The next generation of advice practices will be moving towards ‘naked pricing’ amid the culling of grandfathered com...READ MORE
Ray McHale

FASEA’s Code of Ethics: Existential threat or golden opportunity?

Lots of people in the industry are yelling right now because they have serious concerns about the introduction of FASEA...READ MORE
Robot

Intrafund advice trending towards robo: Deloitte

Superannuation funds are increasingly looking towards offering limited advice and robo-advice to their membership over t...READ MORE
Holiday resort

Advisers put on notice by ASIC around timeshare schemes

The corporate regulator has highlighted the role of advisers in selling timeshare products after a new report found high...READ MORE
AMP

AMP to introduce annual advice agreements

AMP has announced it will introduce annual agreements for clients who currently receive ongoing financial advice as it p...READ MORE

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