FINDEX

People & Products

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

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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...

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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 2 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks ago