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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].


changes

We made changes well before LIF, adviser says

The head of an insurance-focused advice firm has shared how he moved towards holistic advice long before the Life Insur...Read More
goals

Goals-based advice 'a fad', says adviser

The idea of goals-based advice is flawed and is “a fad that’s likely to be short lived”, according to a director o...Read More
Split

Advisers overhaul businesses amid regulatory changes

A group of advisers say they have had to increase their fees, invest in technology and introduce extra services in resp...Read More
Brain

Assess mental health claims on own merits, adviser says

A risk adviser has highlighted the importance of insurers assessing client mental health claims on their own merits and...Read More
brain

‘Don’t treat every mental health claim the same’, riskie says

A risk adviser has highlighted the importance of life insurance companies treating every client mental health claim as u...Read More
Burden

AFA, FPA taken to task for TPB registration

A consultant has criticised the AFA and the FPA for allegedly inadequately informing licensees around whether their fina...Read More
cap

Group arrangements may breach super cap: Rice Warner

Rice Warner has cautioned that some employers’ group insurance plans may be in breach of the maximum concessional con...Read More
rba

RBA flags rising life industry challenges

The Reserve Bank of Australia believes there are increasing challenges within the life insurance industry despite the se...Read More
Andy Marshall

‘Choice channels’ deepen client engagement: SuiteBox

Advisers can further their engagement with clients by creating ‘choice channels’, says SuiteBox’s Andy Marshall in...Read More