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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].


ASIC

ASIC used Dover whistleblowing to shut licensee down

When Dover Financial flagged one of its advisers to ASIC for exploiting low-wealth clients, it used the report as justif...Read More
Dover Financial

McMaster strikes back

The Hayne royal commission hearings are done and dusted. Regardless of what is revealed in the final report, the fight c...Read More
Clock

Minimal time spent on client engagement, survey finds

An adviser survey has found that almost half of advisers spend less than two hours per week on client engagement activit...Read More
Advice regtech aims to ease CPD burden under FASEA

Advice regtech aims to ease CPD burden under FASEA

A new regulatory technology platform is aiming to make it easier for advisers and AFSLs to fulfil standards set down by ...Read More
Francesco De Ferrari

AMP adviser network declined 4.6% in 2018

AMP has announced that the number of advisers in its core licensees in Australia went down by 4.6 per cent from last yea...Read More
Mark Vaughan QMV

Institutional remediation to top $2bn

A consultant estimates the price tag for remediation of issues identified from the Hayne royal commission to top $2 bill...Read More
Ray McHale

Advice software firm integrates with XPLAN

A client relationship measurement software firm has announced an integration with IRESS’s XPLAN adviser platform. ...Read More
Butter churn

Policy churning concerns are ‘unfounded’, survey finds

Concerns that the best interests duty might lead to an increase in churning of life insurance policies appear “unfound...Read More
Australian money

New approach needed to income protection: Whitepaper

Life insurers need to rethink their approach to income protection amid a pattern of rising claims and rising premiums, a...Read More