FINDEX

Financial planning

With just 30 per cent of Australians knowing their superannuation balance to the nearest $1,000, Findex has emphasised the role of financial advice in addressing the crit...

Financial planning

Consumers believe professional advice could help them openly discuss finances with their family as less than a quarter have discussed estate and inheritance planning with...

Financial planning

Financial advisers play a crucial role in stimulating financial discussions between parent clients and their adult children, shares Findex, as the most significant interg...

Financial planning

New research from Findex has revealed that Millennials have the most to gain from ongoing financial advice and could be $664,000 ahead in net assets at 65 than their non-...

Features

Recognising the benefits of flexible work weeks on productivity, employee outcomes and engagement, two Australian advice firms have shared their successful trial stories ...

People & Products

Findex will utilise Iress’ financial advice software Xplan across all areas of its financial advice and risk insurance business including its advice operations, complianc...

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Financial planning

Technology investments can help avoid planners being overwhelmed and burdened with inefficiency, according to Findex. ...

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People & Products

Aon Australia national director of commercial sales, Chris Carey, has been appointed to the newly-created role at the financial advisory firm....

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People & Products

Padua will provide transition management services and paraplanning to Findex financial advisers....

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Financial planning

Findex has announced 57 new partner appointments, of whom almost a quarter will be based out in regional areas....

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People & Products

Findex’s New Zealand wealth management division will now be led by David Van Schaardenburg as the firms aims to build their service to scale in the region....

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Features

Mike Taylor writes that new research conducted by Money Management has confirmed general acceptance of the convergence of accounting and advice but only on the right term...

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Financial planning

Class has announced it has signed wealth accounting group Findex to provide trust accounting for family office clients....

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People & Products

Cloud software provider Class has signed an agreement with wealth accounting group Findex to provide a trust accounting solution for Findex’s family office clients....

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People & Products

Accounting firm, Crowe Horwath, has changed its name to that of its parent company, Findex. ...

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adviser losses will be less severe in 2024, yes because there are next to none left. ...

2 days 3 hours ago
JOHN GILLIES

What does he do after three years???.He sits FEW EXAMS GETS THEM RIGHT ONCE and he can apply again promising to be a go...

3 days 22 hours ago
Ross Smith

I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...

3 days 22 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 3 weeks ago