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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].


APRA

Better client outcomes through advised insurance: APRA

Clients receive better life insurance outcomes through an adviser in terms of both admittance rates and claims paid, new...Read More
CBA

Documents reveal Count Financial woes under CBA

Legal documents have put to light the pains suffered by Count Financial under the Commonwealth Bank before CountPlus ann...Read More
Brett Evans

Aussie advice firm expands to Dubai

An advice firm has announced it will establish a new office in Dubai to provide services for Australian expat clients ba...Read More
David Ferrall

FinClear enters partnership with advice group

A financial advice group has partnered with clearing and settlement provider FinClear as it seeks to improve its client ...Read More
Retirement

FASEA code reveals retirement planning ‘threat’

A whitepaper has called for a new approach to retirement planning as the Financial Adviser Standards and Ethics Authorit...Read More
Upward graph

Retail FUM up 5.7% in March quarter

New figures reveal a significant bump in funds under management during the first quarter of 2019 as one platform provide...Read More
Peter Brook

Xplore releases new wrap platform

Xplore Wealth has launched its wrap platform solution for discretionary investments, superannuation and pensions, its fi...Read More
banned

Adviser permanently banned for vote rigging

The corporate regulator has permanently banned a former adviser after an investigation found he had engaged in vote rigg...Read More
Suncorp

Suncorp hit with class action over advice fees

A major law firm has brought a class action against Suncorp over conflicted remuneration to financial advisers using mem...Read More