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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].

News

Robo-advice may put local planners under pressure: Morningstar

20 May 2016 • Hits: 2773
Robo-advice can engage clients in ways the advice industry previously thought were too complex and may put fee pressure ...Read More

News

FSC to research FOFA effectiveness

18 May 2016 • Hits: 2182
The Financial Services Council (FSC) plans to investigate whether FOFA has been effective in improving advice accessibil...Read More

News

Software partnership addresses opt-in issue

17 May 2016 • Hits: 2496
Software providers Midwinter and SuiteBox have teamed up to provide a solution that they say will make compliance with F...Read More

News

JP Morgan AM encourages ‘dynamic’ portfolio allocation

16 May 2016 • Hits: 1976
Advisers must be 'dynamic' in allocating their portfolios as volatility in the markets will persist over the next few ye...Read More
Dover tool to cut SOA preparation time

Risk

Dover tool to cut SOA preparation time

16 May 2016 • Hits: 2303
Dover Financial Advisers has developed a new software tool that significantly reduces the time required to generate risk...Read More

News

Dover develops tool in response to LIF changes

16 May 2016 • Hits: 2341
Dover Financial Advisers has released a new software tool to assist advisers in best responding to the LIF changes comme...Read More
Claimant payouts on the rise

Risk

Claimant payouts on the rise

13 May 2016 • Hits: 2306
For the 10th consecutive year, the total amount of dollars paid to claimants, their families and their businesses has g...Read More

News

Life industry claims rises for 10th year in a row

12 May 2016 • Hits: 2513
The total amount of claims dollars paid to claimants has increased for the tenth year running, according to research fro...Read More

News

Gender divergence in adviser satisfaction

11 May 2016 • Hits: 1953
There is an increasing gender divergence in investor satisfaction with financial advisers, says Lifeplan Funds Managemen...Read More
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