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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].

Brett Sanders

News

Philo announces MDA collaboration with advice firm

30 May 2019 • Hits: 3522
Managed account provider Philo Capital Advisers has partnered with a non-aligned Melbourne advice business as it reveals...Read More
Chris Unwin

Risk

Risk advice potential lies with accountants: Consultant

29 May 2019 • Hits: 1580
Accountants provide a good source of client referrals for risk advisers due to the “logical overlap of advice” betwe...Read More
Adam Steen

News

Financial planning course gets ‘world first’ accreditation

29 May 2019 • Hits: 3437
A university’s financial planning course has become the first in the world to receive professional accreditation for e...Read More
Sonia Cruz

News

Licensees struggling to afford PI insurance

29 May 2019 • Hits: 1785
A growing number of licence applicants are unable to afford professional indemnity insurance following the Hayne royal c...Read More
Wayne Wilson

News

Cash flow analysis critical to future of advice

29 May 2019 • Hits: 2236
A recently published white paper suggests cash flow analysis is a crucial element for advice businesses to thrive in the...Read More
Dante De Gori

News

New Treasury team receives FPA thumbs up

28 May 2019 • Hits: 2752
Prime Minister Scott Morrison’s new Treasury ministry has received a broad endorsement by the Financial Planning Assoc...Read More
King Loong Choi

News

In-house advisers sought by accountants on SMSFs

28 May 2019 • Hits: 2374
Many accountants are evolving their relationship with financial advisers as the number of self-managed superannuation fu...Read More
Hans Egger

Opinion

A practical application of goals-based advice

27 May 2019 • Hits: 4140
For those advisers who don’t have a degree in psychology and just want to provide good and compliant advice to their c...Read More
Peter Johnston

News

AIOFP ‘appalled’ by ANZ shut down of adviser revenue

27 May 2019 • Hits: 4033
EXCLUSIVE Industry body the Association of Independently Owned Financial Professionals has slammed moves by ANZ encourag...Read More
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