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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

News

ASIC admits no one was misled by Dover CPP

13 February 2019 • Hits: 6608
The corporate regulator has admitted it has no evidence to date that any client was deceived or misled by Dover Financia...Read More
Michael Ohanessian

News

Praemium upgrades and rebrands platform

13 February 2019 • Hits: 4364
Praemium has announced a major technology upgrade and a new rebrand for its global investment platform. ...Read More
Ray Djani

News

Cardena appoints new managing director

13 February 2019 • Hits: 1924
Cardena Private Wealth has announced the appointment of a new managing director as part of efforts to position itself as...Read More
Macquarie

News

Ban reduced by 8.5 years for two Macquarie advisers

11 February 2019 • Hits: 3348
The Administrative Appeals Tribunal has reduced the banning period for two former Macquarie advisers from 10 years to 18...Read More
John Brit

News

Grandfathered clients down 33% in sale value

12 February 2019 • Hits: 2981
A financial services M&A firm believes the sale multiple of grandfathered trail commission clients has fallen furthe...Read More
Katie Johnson

Opinion

Deal breakers and deal changers in advice M&A

11 February 2019 • Hits: 2338
The financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standar...Read More
Stephen Glenfield

News

FASEA locks in code of ethics standard

12 February 2019 • Hits: 4847
The Financial Adviser Standards and Ethics Authority has finalised its code of ethics following a code monitoring agreem...Read More
MLC

News

Sale of MLC Wealth ‘likely’ delayed to 2020

08 February 2019 • Hits: 4707
NAB has indicated that the sale of its MLC wealth management businesses may be pushed back until 2020 following the Hayn...Read More
Andrew Thorburn

News

NAB CEO and chairman announce resignations

07 February 2019 • Hits: 3004
NAB chief executive Andrew Thorburn and chairman Ken Henry have announced they will be resigning from their roles. ...Read More
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