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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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Annick Donat

News

Madison Financial Group undergoes rebrand

11 December 2019 • Hits: 4111
Dealer group Madison Financial Group has undergone a rebrand to Sargon Adviser Services as it aligns its business more c...Read More
Will Hamilton

News

FASEA fills board vacancy with new director

10 December 2019 • Hits: 3912
The government has appointed a new director to FASEA’s board almost four months after the resignation of CountPlus man...Read More
Shannon Bernasconi

News

Future of advice could shift to ‘naked pricing’ model

10 December 2019 • Hits: 2802
The next generation of advice practices will be moving towards ‘naked pricing’ amid the culling of grandfathered com...Read More
Lack of generational planning

News

Lack of generational planning leaving clients ill-prepared

10 December 2019 • Hits: 1549
Many Australians are not prepared for when wealth needs to be passed to the next generation of their family, with most c...Read More
Robot

News

Intrafund advice trending towards robo: Deloitte

09 December 2019 • Hits: 1938
Superannuation funds are increasingly looking towards offering limited advice and robo-advice to their membership over t...Read More
Holiday resort

News

Advisers put on notice by ASIC around timeshare schemes

09 December 2019 • Hits: 3356
The corporate regulator has highlighted the role of advisers in selling timeshare products after a new report found high...Read More
Ray McHale

Opinion

FASEA’s Code of Ethics: Existential threat or golden opportunity?

09 December 2019 • Hits: 4910
Lots of people in the industry are yelling right now because they have serious concerns about the introduction of FASEA�...Read More
Sandy Macleod

Risk

The enigma of person-centred claims management

11 December 2019 • Hits: 1254
Life insurance claims workers are most satisfied when they see and feel they’ve contributed to a person on claims reco...Read More
AMP

News

AMP to introduce annual advice agreements

06 December 2019 • Hits: 6883
AMP has announced it will introduce annual agreements for clients who currently receive ongoing financial advice as it p...Read More

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