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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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Only 12% of advice practices have exit plans

10 December 2018 • Hits: 3072
Of the 5,500 financial planning businesses in this country, only 12 per cent have proper succession plans, according to ...Read More
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New ASIC deputy chair announced

07 December 2018 • Hits: 2856
The government has appointed Karen Chester as the new full-time deputy chair of the corporate regulator. ...Read More
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FASEA disadvantages women and older advisers, says licensee

07 December 2018 • Hits: 5094
The continuing professional development standard put forward by FASEA will make life difficult for part-timers, of which...Read More
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AFCA sees 47% rise in complaints

07 December 2018 • Hits: 3017
The newly-established complaints body received more than 6,500 complaints in its first month, a spike of over 47 per cen...Read More
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ASIC makes unique AFSL decision on foreign adviser

07 December 2018 • Hits: 3698
The corporate regulator has granted relief to an overseas adviser from holding an AFSL in order for them to continue adv...Read More
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Growth companies fund added to Macquarie Wrap

07 December 2018 • Hits: 2161
An equities fund manager has had its growth companies fund added to the Macquarie Wrap platform in response to adviser d...Read More
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Midwinter brings on super fund with advice arm

06 December 2018 • Hits: 2953
Advice software firm Midwinter has announced a new partnership with a super fund that recently launched and rebranded it...Read More
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Fiducian adds Perth advice firm with $73m FUA

06 December 2018 • Hits: 3131
A Fiducian Group subsidiary has reached an agreement to acquire an advice practice in Perth with $73 million in funds un...Read More
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ASIC reveals adviser levies for 2017-18

06 December 2018 • Hits: 5964
The corporate regulator has released the levies advice licensees will have to pay to fund its regulatory costs under its...Read More
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