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

ASIC used Dover whistleblowing to shut licensee down

15 February 2019 • Hits: 5531

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

Strategy

McMaster strikes back

14 February 2019 • Hits: 4784

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

News

Minimal time spent on client engagement, survey finds

15 February 2019 • Hits: 2119

An adviser survey has found that almost half of advisers spend less than two hours per week on client engagement activit...Read More

News

Advice regtech aims to ease CPD burden under FASEA

15 February 2019 • Hits: 2054

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

News

AMP adviser network declined 4.6% in 2018

14 February 2019 • Hits: 4256

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

News

Institutional remediation to top $2bn

14 February 2019 • Hits: 1805

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

News

Advice software firm integrates with XPLAN

14 February 2019 • Hits: 3649

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

Risk

Policy churning concerns are ‘unfounded’, survey finds

13 February 2019 • Hits: 2274

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

Risk

New approach needed to income protection: Whitepaper

13 February 2019 • Hits: 1693

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

Adrian Flores

News

ASIC used Dover whistleblowing to shut licensee down

Strategy

McMaster strikes back

News

Minimal time spent on client engagement, survey finds

News

Advice regtech aims to ease CPD burden under FASEA

News

AMP adviser network declined 4.6% in 2018

News

Institutional remediation to top $2bn

News

Advice software firm integrates with XPLAN

Risk

Policy churning concerns are ‘unfounded’, survey finds

Risk

New approach needed to income protection: Whitepaper

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