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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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Environment investing

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Lonsec partnership to improve client guidance on ESG

08 January 2020 • Hits: 1469
Research house Lonsec has partnered with an environmental, social and governance-focused data provider to enable adviser...Read More
FASEA

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FASEA director resigns from board

07 January 2020 • Hits: 3209
The Financial Adviser Standards and Ethics Authority has announced one of its board directors will be resigning from the...Read More
Mark Bouris

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Yellow Brick Road sells advice business

07 January 2020 • Hits: 5006
The advice business of Yellow Brick Road will be sold to a boutique investment house for approximately $2.5 million as p...Read More
Exit

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Over 3,000 advisers have left institutions, new data reveals

06 January 2020 • Hits: 2786
New data has found that around 3,100 advisers have left licensees owned by the big six wealth institutions – the big f...Read More
Mouse cursor

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The most read ifa stories for 2019

31 December 2019 • Hits: 1866
If the most read stories on ifa this year were anything to go by, financial advice in Australia is continuing its long m...Read More
Joel Robbie

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New innovation enables faster data transfer into SOAs

20 December 2019 • Hits: 2612
An advice fintech has released a new Google Chrome extension that allows advisers and paraplanners to pull data from app...Read More
Westpac

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Westpac penalised $9.15m for poor advice

19 December 2019 • Hits: 5782
The Federal Court of Australia has ordered Westpac to pay a penalty of $9.15 million in respect of 22 contraventions of ...Read More
Centrepoint brings director to board

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Centrepoint brings director to board

20 December 2019 • Hits: 1596
Dealer group Centrepoint Alliance has brought on Alexander (Sandy) Beard as an independent non-executive director from 1...Read More
Phillip Kingston

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Digital advice transcends age stereotypes, research finds

19 December 2019 • Hits: 1525
A fintech’s research into its digital advice platform has found that users from right across the age spectrum utilisin...Read More

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