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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].


asic

ASIC suspends Sydney-based AFSL

The corporate regulator has suspended the AFSL of Halifax Investment Services less than two months after voluntary admin...Read More
anthony landahl

Smart refinancing strategies for your client’s advice

Through the trust advisers build with their clients they build a deep understanding of a client’s goals, objectives an...Read More
robot and man

Growth in robo-advice a global trend

Traditional advice is losing market share in the wealth management space due to global growth in competition in the robo...Read More
china flag

VanEck reduces fee on China ETF

Investment manager VanEck has announced it would lower its management costs for one of its China exchange-traded funds. ...Read More
speech bubble

6m Aussies ask friends or family for financial advice

Around 6 million Australians seek advice about money and investments from friends and families, according to Roy Morgan...Read More
philip kewin

AFA slams lack of response from FASEA

The Association of Financial Advisers has expressed disappointment around the lack of changes delivered by FASEA in resp...Read More
team meeting

Client-centric regulations tipped in 2019 outlook

Clients will be placed at the centre of regulatory and business activities in both the superannuation and insurance sect...Read More
red arrow up

Total market inflows reach $16.5bn

Strategic Insight figures reveal total risk market inflows reached $16.5 billion, a growth of 1.7 per cent over the year...Read More
asic

ASIC proposes changes to advice fee disclosures

The corporate regulator has outlined changes to disclosure of advice fees and costs for managed investment schemes and s...Read More