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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].


Morningstar completes AdviserLogic acquisition

Morningstar completes AdviserLogic acquisition

Research house Morningstar has completed its acquisition of AdviserLogic one month after it announced it would buy the ...Read More
AFCA

AFCA outlines approach to FASEA code

The Australian Financial Complaints Authority has revealed how it will assess adviser conduct obligations under the Fina...Read More
Stephen Glenfield

FASEA CEO defends code of ethics amid scrutiny

The Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield has come out in defence of its co...Read More
Fail

Most fee disclosure statements are non-compliant: ASIC

A new ASIC report has found that 80 per cent of fee disclosure statements it reviewed in detail did not include all the ...Read More
Dante De Gori

Digital SOAs are the future of advice, says FPA

Statements of advice that are produced digitally will become critical to improving the advice experience for clients, ac...Read More
FPA

FPA seeks adviser input into five-year plan

The Financial Planning Association of Australia has sought input from advisers into its policy platform for the next fiv...Read More
Philip Kewin and Dante De Gori

Associations unite on ASIC approach to FASEA code

Both the Association of Financial Advisers and the Financial Planning Association of Australia have backed the corporate...Read More
SalesPreso

Iress integration seeks to accelerate SOA compliance

A new solution launched by data-driven presentation platform SalesPreso will leverage an integration with Iress’ Xplan...Read More
KPMG

Disruption and regulation battering life sector: KPMG

Life insurance sector growth and profits were badly hit by disruption to distribution channels in 2018, with the decline...Read More