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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].

client meeting with adviser

Risk

Adviser ‘soft’ skills a crucial factor in client retention

05 December 2018 • Hits: 2317
A significant portion of clients won’t hesitate to change their adviser should they be lacking in ‘soft’ skills, a...Read More
partnership

News

Advice partnership spurred on by aged care royal commission

05 December 2018 • Hits: 2501
A financial services software firm has formed a joint venture with an aged care advice specialist in response to a growi...Read More
rba

News

RBA makes final cash rate call for 2018

04 December 2018 • Hits: 1468
The Reserve Bank has revealed its cash rate decision for the month of December this afternoon, the final one for this ye...Read More
cancelled stamp

News

ASIC cancels AFSL of Solar Financial Advisory

04 December 2018 • Hits: 4879
The corporate regulator has cancelled the Australian Financial Services Licence of Sydney-based advice firm Solar Financ...Read More
handshake

News

HUB24 adds adviser network to platform

04 December 2018 • Hits: 1905
Platform provider HUB24 has announced a new partnership with a national adviser network with about $13.5 billion in asse...Read More
life insurance

Risk

MLC transitions life insurance business with new hires

04 December 2018 • Hits: 2978
MLC Life Insurance has announced several new appointments as part of an effort to boost its leadership in innovation and...Read More
red flag

News

Raftery flags undue AMP influence on education standards

04 December 2018 • Hits: 3089
The template for the incoming professional year requirement has been predominantly lifted from AMP, according to Deakin ...Read More
sarah penn

Opinion

Your client data – who has access?

03 December 2018 • Hits: 3466
Who has access to your clients’ data? I ask, because it’s occurred to me that really, only the adviser and their sup...Read More
handshake

News

FPA appoints chair of philanthropic arm

04 December 2018 • Hits: 1312
The Financial Planning Association of Australia has brought on a new chair to lead its philanthropic arm, the Future2 Fo...Read More
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