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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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Netwealth overvalued despite strong quarterly result

News

Netwealth ‘overvalued’ despite strong quarterly result

29 January 2020 • Hits: 1760
Advice platform Netwealth’s earnings margin is still likely to fall in financial year 2019-20 even though it posted a ...Read More
James McGregor

News

Apt Wealth Partners acquires Melbourne firm

29 January 2020 • Hits: 3314
Advice dealer group Apt Wealth Partners has announced the acquisition of a Melbourne-based financial advisory firm as pa...Read More
John Maroney

News

Advice gap worsening retiree stress, says industry head

28 January 2020 • Hits: 2430
The growing level of unmet financial advice needs is making it harder for clients to plan their retirement and execute t...Read More
Matt Heine

News

Netwealth December FUA net inflows up 228%

27 January 2020 • Hits: 1814
Netwealth has posted net inflows of funds under administration of $2.9 billion for the December 2019 quarter, an increas...Read More
David Hackett

Risk

MLC Life Insurance CEO steps down

22 January 2020 • Hits: 3705
The chief executive of MLC Life Insurance David Hackett has decided to resign from his role, with the search currently o...Read More
Adviser opinion on gearing on the up

News

Adviser opinion on gearing on the up, research reveals

23 January 2020 • Hits: 2324
More financial planners are looking at gearing to invest as an appropriate strategy for clients than in previous years, ...Read More
Wendy Tse

Risk

MetLife hires former KPMG director as chief of staff

22 January 2020 • Hits: 2048
MetLife Australia has appointed a director in the superannuation advisory team at KPMG into the role of chief of staff a...Read More
Bionic advice

News

Aberdeen partners with HUB24 on ‘bionic’ advice

22 January 2020 • Hits: 2340
Asset manager Aberdeen Standard Investments has announced a partnership with advice platform HUB24 as it seeks to combin...Read More
Glenn Elliott

News

Practifi completes $24m funding round

22 January 2020 • Hits: 1656
Aussie advice business management platform Practifi has recently completed a $24 million Series B funding round as it se...Read More

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