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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].

Compensation

Risk

ClearView compensates over 200 clients for poor advice

18 September 2019 • Hits: 2464
Dealer group ClearView Financial Advice has offered over $730,000 in compensation to more than 200 clients who received ...Read More
Allianz Retire+

News

Allianz Retire+ rolls out new advice project

17 September 2019 • Hits: 2225
Allianz Retire+ has entered into a research partnership with Macquarie University as it collaborates on a project aimed ...Read More

News

FinPal merges and rebrands as Fin365

16 September 2019 • Hits: 3528
Client management software platform FinPal has merged its technologies and services with a similar firm and will operat...Read More
In the dark

News

MLC advisers left in the dark on restructure

16 September 2019 • Hits: 3917
MLC has withheld critical information from advisers about the new roles, salaries selection processes and book values as...Read More
John Ardino

News

Lifespan puts money into grandfathering fight

16 September 2019 • Hits: 2954
Dealer group Lifespan Financial Planning has thrown financial support behind the industry’s constitutional challenge t...Read More
Dealer group launches compliance platform

News

Dealer group launches compliance platform

16 September 2019 • Hits: 1947
Advice licensee Industry Fund Services has partnered with fintech firm Advice RegTech in launching a new artificial inte...Read More
Sally Loane

News

FSC calls for simpler tax regime for advisers

16 September 2019 • Hits: 1837
The Financial Services Council has called for the current regulatory regime for advisers providing both tax and financia...Read More
Dante De Gori

News

FPA welcomes new Senate fintech committee

13 September 2019 • Hits: 2020
The Financial Planning Association of Australia has backed the establishment of a new Senate select committee on financi...Read More
Peter King

News

Westpac CFO to retire from next year

12 September 2019 • Hits: 2439
Westpac has announced its chief financial officer Peter King has decided to retire in 2020 after 25 years with the big ...Read More
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