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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].


Survey

Survey finds Millennials are shut out of advice

A large majority of Millennials feel that no financial products or services are tailored specifically to their generatio...Read More
Gap

Accounting gap an opportunity for advisers, says consultant

Gaps in the client offerings of accountants revealed on their websites provide advisers with a great source for identify...Read More
adele image

Striving for excellence in advice

Winner of the ifa Excellence Award and the Best Client Servicing Individual award for 2016, Experience Wealth’s Adele ...Read More
Whistle

ASIC sets out ‘best interests’ expectations

The corporate regulator has set out its minimum expectations for robo-advisers in providing advice that is in the best i...Read More
Research

Manage longevity risk by accessing capital market, academic says

Life insurers could better use the capital market in managing longevity risk, according to an academic undertaking resea...Read More
Boxing

Dunsford responds to EGM rejection claims

NOW Financial Group director Mark Dunsford has responded to the AFA’s claim that it has not reached the threshold to c...Read More
Legal decision

State TPD case to have national implications

A recent WA Supreme Court decision that the proceeds of total and permanent disability insurance policies are beyond the...Read More
Court decision

State TPD decision to have national effects, lawyer says

A lawyer says a recent WA Supreme Court decision ruling that the proceeds of total and permanent disability (TPD) insur...Read More
Hit back

Dunsford hits back at EGM rejection

NOW Financial Group director Mark Dunsford has responded to the AFA’s claim that it has not received the required num...Read More