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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].


Environment investing

Lonsec partnership to improve client guidance on ESG

Research house Lonsec has partnered with an environmental, social and governance-focused data provider to enable adviser...Read More
FASEA

FASEA director resigns from board

The Financial Adviser Standards and Ethics Authority has announced one of its board directors will be resigning from the...Read More
Mark Bouris

Yellow Brick Road sells advice business

The advice business of Yellow Brick Road will be sold to a boutique investment house for approximately $2.5 million as p...Read More
Exit

Over 3,000 advisers have left institutions, new data reveals

New data has found that around 3,100 advisers have left licensees owned by the big six wealth institutions – the big f...Read More
Mouse cursor

The most read ifa stories for 2019

If the most read stories on ifa this year were anything to go by, financial advice in Australia is continuing its long m...Read More
Joel Robbie

New innovation enables faster data transfer into SOAs

An advice fintech has released a new Google Chrome extension that allows advisers and paraplanners to pull data from app...Read More
Westpac

Westpac penalised $9.15m for poor advice

The Federal Court of Australia has ordered Westpac to pay a penalty of $9.15 million in respect of 22 contraventions of ...Read More
Centrepoint brings director to board

Centrepoint brings director to board

Dealer group Centrepoint Alliance has brought on Alexander (Sandy) Beard as an independent non-executive director from 1...Read More
Phillip Kingston

Digital advice transcends age stereotypes, research finds

A fintech’s research into its digital advice platform has found that users from right across the age spectrum utilisin...Read More