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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].

Morningstar completes AdviserLogic acquisition

News

Morningstar completes AdviserLogic acquisition

03 December 2019 • Hits: 2014
Research house Morningstar has completed its acquisition of AdviserLogic one month after it announced it would buy the ...Read More
AFCA

News

AFCA outlines approach to FASEA code

02 December 2019 • Hits: 3433
The Australian Financial Complaints Authority has revealed how it will assess adviser conduct obligations under the Fina...Read More
Stephen Glenfield

News

FASEA CEO defends code of ethics amid scrutiny

29 November 2019 • Hits: 4275
The Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield has come out in defence of its co...Read More
Fail

News

Most fee disclosure statements are non-compliant: ASIC

29 November 2019 • Hits: 3714
A new ASIC report has found that 80 per cent of fee disclosure statements it reviewed in detail did not include all the ...Read More
Dante De Gori

News

Digital SOAs are the future of advice, says FPA

29 November 2019 • Hits: 2777
Statements of advice that are produced digitally will become critical to improving the advice experience for clients, ac...Read More
FPA

News

FPA seeks adviser input into five-year plan

28 November 2019 • Hits: 2525
The Financial Planning Association of Australia has sought input from advisers into its policy platform for the next fiv...Read More
Philip Kewin and Dante De Gori

News

Associations unite on ASIC approach to FASEA code

28 November 2019 • Hits: 2950
Both the Association of Financial Advisers and the Financial Planning Association of Australia have backed the corporate...Read More
SalesPreso

News

Iress integration seeks to accelerate SOA compliance

27 November 2019 • Hits: 2679
A new solution launched by data-driven presentation platform SalesPreso will leverage an integration with Iress’ Xplan...Read More
KPMG

Risk

Disruption and regulation battering life sector: KPMG

27 November 2019 • Hits: 3151
Life insurance sector growth and profits were badly hit by disruption to distribution channels in 2018, with the decline...Read More
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