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FINDEX
Expert Analysis
Conversations about the intergenerational wealth transfer involve imparting financial wisdom and fostering a legacy of financial literacy and security...
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...
Financial planning
Technology investments can help avoid planners being overwhelmed and burdened with inefficiency, according to Findex. ...
People & Products
Aon Australia national director of commercial sales, Chris Carey, has been appointed to the newly-created role at the financial advisory firm....
People & Products
Padua will provide transition management services and paraplanning to Findex financial advisers....
Financial planning
Findex has announced 57 new partner appointments, of whom almost a quarter will be based out in regional areas....
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....
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...
Financial planning
Class has announced it has signed wealth accounting group Findex to provide trust accounting for family office clients....
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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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....