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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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FPA

News

FPA launches guide on the future SOA

20 December 2019 • Hits: 2499
The Financial Planning Association of Australia has released a new digital interactive guide on the future of the statem...Read More
AFA

News

AFA reveals details of 2020 roadshow

20 December 2019 • Hits: 2613
The Association of Financial Advisers has announced the program and dates for next year’s national roadshow. Read More
Brie Williams

News

Advisers should outsource portfolio management: SSGA

19 December 2019 • Hits: 1965
A new report has highlighted the business growth potential of advice practices outsourcing their portfolio management as...Read More
AMP

News

AMPFP drops MDA services following ASIC probe

18 December 2019 • Hits: 4472
AMP Financial Planning has stopped providing managed discretionary account (MDA) services following the imposition of ta...Read More
Advisers

Opinion

Leveraging data and research to better serve advisers

19 December 2019 • Hits: 1665
Advice is evolving at a rapid pace – shifting from a world of product distribution to true client-centric advice. Toda...Read More
NAB

News

NAB taken to court for fees for no service

17 December 2019 • Hits: 6980
ASIC has commenced civil penalty proceedings in the Federal Court against NAB and is seeking findings of several thousan...Read More
Lifespan expands compliance team

News

Lifespan expands compliance team with two new hires

18 December 2019 • Hits: 2142
Dealer group Lifespan Financial Planning has boosted its compliance team with appointments joining from MLC Wealth and S...Read More
NAB

News

NAB trustee meets extra licence conditions, says ASIC

17 December 2019 • Hits: 1916
The superannuation trustee of NAB, NULIS Nominees (Australia), has met the additional licence conditions put on it as a ...Read More
Cancellations

News

Industry funding model spurring AFSL cancellations

17 December 2019 • Hits: 2452
A new ASIC report reveals it has received an “atypically large” volume of AFSL cancellation applications as a result...Read More

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