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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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Matthew Rady

Only one in four retirees seek advice, report finds

New research has found that only one in four people aged 65 and over actively seek financial advice from experts, with m...READ MORE

ASIC slaps former AMP adviser with court action

The corporate regulator has commenced civil proceedings in the Federal Court against a former AMP adviser along with rel...READ MORE

APRA fears market withdrawal from DI insurance

The prudential regulator has launched an intervention into the life insurance market regarding ongoing heavy losses in r...READ MORE

Stanford Brown acquires Godfrey Pembroke firm

Boutique advice firm Stanford Brown has acquired a Godfrey Pembroke-licensed advice business, taking its funds under man...READ MORE

ASIC bans cold call sales of direct life insurance

The corporate regulator has announced it will ban unsolicited “cold call” telephone sales of direct life insurance a...READ MORE

FPA award winners revealed for 2019

The Financial Planning Association of Australia has revealed the winners of its annual awards for 2019, including this y...READ MORE

Advice from super funds meet ASIC approval

A new report from the corporate regulator has revealed that the quality of personal advice provided to members of supera...READ MORE
Victoria Whitty

BT exec to lead advice governance at Easton Wealth

Dealer group Easton Wealth has appointed a former executive in BT’s financial advice division as its head of advice go...READ MORE
New degrees to be added

New degrees to be added to FASEA-approved course list

The Financial Adviser Standards and Ethics Authority has proposed the addition of new bachelor degrees, graduate diploma...READ MORE
Morningstar completes AdviserLogic acquisition

Morningstar completes AdviserLogic acquisition

Research house Morningstar has completed its acquisition of AdviserLogic one month after it announced it would buy the ...READ MORE

AFCA outlines approach to FASEA code

The Australian Financial Complaints Authority has revealed how it will assess adviser conduct obligations under the Fina...READ MORE
Stephen Glenfield

FASEA CEO defends code of ethics amid scrutiny

The Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield has come out in defence of its co...READ MORE

Most fee disclosure statements are non-compliant: ASIC

A new ASIC report has found that 80 per cent of fee disclosure statements it reviewed in detail did not include all the ...READ MORE
Dante De Gori

Digital SOAs are the future of advice, says FPA

Statements of advice that are produced digitally will become critical to improving the advice experience for clients, ac...READ MORE

FPA seeks adviser input into five-year plan

The Financial Planning Association of Australia has sought input from advisers into its policy platform for the next fiv...READ MORE


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