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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].

SalesPreso

News

Iress integration seeks to accelerate SOA compliance

27 November 2019 • Hits: 3058
A new solution launched by data-driven presentation platform SalesPreso will leverage an integration with Iress’ Xplan...Read More
Anna Campbell

News

AFCA names new general counsel

26 November 2019 • Hits: 2320
The Australian Financial Complaints Authority has named a former ASX general manager to take on its newly-created post o...Read More
TAL

Risk

TAL, Deloitte team up on regtech solution

26 November 2019 • Hits: 2251
Life insurer TAL has collaborated with Deloitte in deploying a regtech offering using artificial intelligence and voice ...Read More
Colonial First State

News

CFS and Acadian cut 14-year partnership

26 November 2019 • Hits: 2577
The retail distribution arrangement between Acadian Asset Management and Colonial First State that has been in place sin...Read More
Terry McMaster

News

Dover found guilty by Federal Court

22 November 2019 • Hits: 9633
Dover Financial and its director Terry McMaster have been found guilty by the Federal Court of charges made against it b...Read More
Barbara Ward

News

Crestone names new director to board

22 November 2019 • Hits: 2743
Crestone Wealth Management has named a former Commonwealth Bank director to its board as a non-executive director. ...Read More
banned

News

Perth adviser given four-year ban

21 November 2019 • Hits: 6412
The corporate regulator has banned a Perth-based financial adviser for four years after a surveillance of his activities...Read More
ASIC

News

ASIC concedes Hayne error on personal advice

21 November 2019 • Hits: 4738
The corporate regulator has told a government committee that intra-fund advice is regarded as personal advice, contrary ...Read More
Adrian Stewart, PIMCO

News

PIMCO to bring listed investment trust to Australia

21 November 2019 • Hits: 2310
Investment manager PIMCO will bring its first closed-end listed investment trust to the Australian market with a nationa...Read More
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