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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].

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ASIC takes action on compliance breaches

12 October 2018 • Hits: 4613
The corporate regulator has announced a review of compliance with requirements for fee disclosure statements and renewal...Read More
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FPA board announces new chair

15 October 2018 • Hits: 2021
The Financial Planning Association of Australia has named a new chair to take over from Neil Kendall when his term concl...Read More
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New adviser capability added to IOOF offering

15 October 2018 • Hits: 1696
IOOF has expanded its managed account offering for advisers to include multi-asset models that combine direct equities w...Read More
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AFA names new state directors

15 October 2018 • Hits: 2377
The Association of Financial Advisers has announced the appointment of two new state directors to its board. ...Read More
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Boutique NSW firm makes strategic acquisitions

11 October 2018 • Hits: 1656
A non-aligned NSW-based financial advice firm has acquired two nearby firms and will see its staff numbers double in siz...Read More
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Retirement boils down to ‘magic number’: Adviser

11 October 2018 • Hits: 1516
Working out exactly how much a client needs to retire can make all the difference in catering to their best interests, a...Read More
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ASIC releases new instrument delaying reporting dates

10 October 2018 • Hits: 1985
The corporate regulator has announced a new instrument delaying reporting dates for several disclosure obligations as pa...Read More
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AI platform claims it can advise at 1/20th of cost

10 October 2018 • Hits: 5691
A US-based digital platform wanting to set up a presence in Australia says it is able to provide financial advice throug...Read More
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Spectrum Wealth adviser banned for three years

09 October 2018 • Hits: 4756
The corporate regulator has banned Spectrum Wealth adviser Gurumukh Singh Mehra from providing financial services for a ...Read More
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