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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].

flagged, red card, smart beta, Lonsec

News

Index knowledge key to advising smart beta: Lonsec

14 September 2018 • Hits: 2300
Research group Lonsec has flagged with advisers the importance of understanding how smart beta exchange-traded funds det...Read More
FPA pushes CFP recognition in FASEA recommendations

News

FPA pushes CFP recognition in FASEA recommendations

14 September 2018 • Hits: 4941
The FPA has lobbied for recognition of its certification program in its final recommendations to the Financial Adviser S...Read More
cba

News

CBA misled FOS on life insurance claim: RC

13 September 2018 • Hits: 5659
CBA’s life insurance business CommInsure admitted to the banking royal commission that it misled the Financial Service...Read More
Planner role, growth

News

Planner role to transform with managed accounts growth

12 September 2018 • Hits: 3229
A report suggests that the growth of managed portfolios in delivering investment solutions to clients will greatly alter...Read More
Macquarie building

News

Top firms seeking acquisition strategy, Macquarie finds

11 September 2018 • Hits: 2647
The highest-performing advice firms are those seeking a strategy of future growth through acquisition, according to a re...Read More
James Shipton, ASIC

News

ASIC places grandfathered commissions on radar

07 September 2018 • Hits: 3162
The corporate regulator has announced it will investigate conflicted payments in the advice industry as part of a wider ...Read More
AMP, subsidiary, training course

News

AMP software subsidiary reveals new training course

06 September 2018 • Hits: 2393
AMP’s SMSF software provider SuperConcepts has released a new training course designed to help advisers struggling to ...Read More
recover, rebirth, growth, plant

News

Five years until industry recovers, firm predicts

06 September 2018 • Hits: 3370
It will be another five or six years before the advice industry will recover and begin growing again, a non-aligned advi...Read More
william johns

Strategy

Changing abilities

09 August 2017 • Hits: 4601
William Johns reveals to ifa what drives his passion for helping people with disability through financial advice. ...Read More
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