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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].

Bigben

News

UK shift to independent model creating ‘advice gap’

06 March 2019 • Hits: 4811
Regulations in the UK moving towards the non-aligned financial advice model has led to an “advice gap”, with planne...Read More
Adrian Johnstone

News

Advice software platform integrates with XPLAN

05 March 2019 • Hits: 5523
A business management platform for financial advice has integrated with IRESS’s XPLAN as part of an effort to improve ...Read More
Philip Anderson

News

Grandfathering ban is unconstitutional, argues AFA

05 March 2019 • Hits: 4070
The Association of Financial Advisers suggests that any government moves to legislate a ban on grandfathered commissions...Read More
ASIC

News

AAT upholds ASIC decision to refuse limited AFSL

04 March 2019 • Hits: 2596
The Administrative Appeals Tribunal has affirmed the corporate regulator’s decision to refuse to grant a limited licen...Read More
Stewart Bell

Opinion

The referral game unpacked

04 March 2019 • Hits: 2441
I want to share something about the topic of referrals specifically. I want to share with you what needs to happen for y...Read More
John Carver

News

Advisers looking to gearing across client base

04 March 2019 • Hits: 2331
New research has found that many advisers still recognise the benefits of gearing for non-property investments for clien...Read More
Dante De Gori, FPA

News

FPA disciplinary body suspends two members

04 March 2019 • Hits: 4788
The Financial Planning Association of Australia has suspended two of its members after neither party opted to appeal the...Read More
ASIC

News

ASIC reveals licensing stats for FY17-18

01 March 2019 • Hits: 2104
The corporate regulator’s latest report on licensing and professional registration applications reveals that it approv...Read More
Jeff Hall

News

Midwinter brings in new CEO

28 February 2019 • Hits: 4356
Financial advice technology provider Midwinter Financial Services has appointed a new chief executive amid continued exp...Read More
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