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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

Risk

We made changes well before LIF, adviser says

01 May 2017 • Hits: 2897
The head of an insurance-focused advice firm has shared how he moved towards holistic advice long before the Life Insur...Read More
goals

News

Goals-based advice 'a fad', says adviser

28 April 2017 • Hits: 4287
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

News

Advisers overhaul businesses amid regulatory changes

26 April 2017 • Hits: 2252
A group of advisers say they have had to increase their fees, invest in technology and introduce extra services in resp...Read More
Brain

News

Assess mental health claims on own merits, adviser says

26 April 2017 • Hits: 1777
A risk adviser has highlighted the importance of insurers assessing client mental health claims on their own merits and...Read More
brain

Risk

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

24 April 2017 • Hits: 3146
A risk adviser has highlighted the importance of life insurance companies treating every client mental health claim as u...Read More
Burden

News

AFA, FPA taken to task for TPB registration

21 April 2017 • Hits: 2776
A consultant has criticised the AFA and the FPA for allegedly inadequately informing licensees around whether their fina...Read More
cap

Risk

Group arrangements may breach super cap: Rice Warner

24 April 2017 • Hits: 2978
Rice Warner has cautioned that some employers’ group insurance plans may be in breach of the maximum concessional con...Read More
rba

Risk

RBA flags rising life industry challenges

21 April 2017 • Hits: 3770
The Reserve Bank of Australia believes there are increasing challenges within the life insurance industry despite the se...Read More
Andy Marshall

News

‘Choice channels’ deepen client engagement: SuiteBox

21 April 2017 • Hits: 2237
Advisers can further their engagement with clients by creating ‘choice channels’, says SuiteBox’s Andy Marshall in...Read More
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