FINDEX
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....
People & Products
Accounting firm, Crowe Horwath, has changed its name to that of its parent company, Findex. ...
Features
Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...
Financial planning
Experts say the continuing uncertainty and fear surrounding the Financial Adviser Standards and Ethics Authority’s future requirements has adviser sentiment unsurprisingl...
Expert Analysis
With another round of Royal Commission hearings having drawn to a close and proposed education reforms remaining somewhat unknown, Matt Swieconek looks at how the changes...
Financial planning
Findex advisers will now act as a single point of contact and provide clients access to an expanded suite of services....
Financial planning
Findex Group and Financial Index Australia have been fined $10,800 each for misleading claims on the Findex website, ASIC said....
Superannuation
Extensive coverage of the negative changes to super in the Budget missed the positive changes....
Accounting
Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....
Funds management
A new major partnership between Findex and the Australian Academy of Health and Medical Science is set to drive medical sector innovation. ...
Financial planning
Value doesn’t stem from superior stock selection but comes from a tactical and strategic approach to investing in growth and defence assets: Findex...
Financial planning
Expansive financial services group, Findex, restructures to provide one-stop-shop approach across its multiple brands....
People & Products
Findex recruits Macquarie Bank staffer, Patrick Dieter, for newly-created position of head of risk and corporate benefits....
Financial planning
Findex has expanded its leadership team to seven with the appointment of Peter Gardiner as its global head of business development....
Life/Risk
Findex declares all new life insurance offered through its Centric and Financial Index divisions will be commission-free....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...