FINDEX

Financial planning

Experts say the continuing uncertainty and fear surrounding the Financial Adviser Standards and Ethics Authority’s future requirements has adviser sentiment unsurprisingl...

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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...

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Financial planning

Findex advisers will now act as a single point of contact and provide clients access to an expanded suite of services....

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Financial planning

Findex Group and Financial Index Australia have been fined $10,800 each for misleading claims on the Findex website, ASIC said....

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Superannuation

Extensive coverage of the negative changes to super in the Budget missed the positive changes....

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Accounting

Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....

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Funds management

A new major partnership between Findex and the Australian Academy of Health and Medical Science is set to drive medical sector innovation. ...

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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...

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Financial planning

Expansive financial services group, Findex, restructures to provide one-stop-shop approach across its multiple brands....

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People & Products

Findex recruits Macquarie Bank staffer, Patrick Dieter, for newly-created position of head of risk and corporate benefits....

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Financial planning

Findex has expanded its leadership team to seven with the appointment of Peter Gardiner as its global head of business development....

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Life/Risk

Findex declares all new life insurance offered through its Centric and Financial Index divisions will be commission-free....

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Financial planning

Centric Wealth will become the headline brand for Financial Index Wealth Accountants practices alongside Crowe Horwath as the group announces another acquisition and posi...

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

3 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

3 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

4 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....

9 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. ...

9 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....

9 months 3 weeks ago