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Showing 31 - 40 of 68 results for "Findex"

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON | THURSDAY, 16 MAR 2017

Findex has awarded the mandate for its managed discretionary Australian core equity portfolios to an active equities manager. Following a rigorous review program by the Findex investment team, Altair Asset Management secured the contract, having first ...

Out-dated websites flag regulatory risk

KERRIE SYDEE | MONDAY, 5 DEC 2016

... their website for both clients and advisers, highlighting the potential for regulatory consequences like those felt by Findex Group earlier in 2016. Findex Group had to pay $21,600 in penalties because of its use of the words 'independent' and 'non-aligned' ...

Findex brings family office to the masses

ALEX BURKE | THURSDAY, 20 OCT 2016

Findex has launched an integrated wealth management service aimed at bringing the family office model out of the domain of the ultra-rich. Suitably named Family Office, the new service aims to provide a "single point of contact" for all aspects of wealth ...

Findex hit with penalties

KERRIE SYDEE | MONDAY, 10 OCT 2016

Findex Group and Financial Index Australia (FIA) have each paid $10,800 in penalties following the issuing of infringement notices by ASIC for potentially misleading claims on the Findex website. Between August and December 2015, FIA published posts ...

Agricultural investors create $10 million VC fund

DARREN SNYDER | FRIDAY, 16 SEP 2016

A joint agricultural investment initiative between diversified financial services group Findex and the National Farmers' Federation is progressing toward the launch of a $10 million venture capital fund. The fund, created by joint venture SproutX and ...

Class ups its SMSF stake

DARREN SNYDER | TUESDAY, 16 AUG 2016

... Class said its revenue growth was primarily driven by an increase in billable portfolios, largely boosted by the signing of Findex. Billable portfolios increased by a record 30,618 in the past year. As at 30 June 2016, SMSF billable portfolios on the ...

Crowe Horwath acquires QLD firm

KERRIE SYDEE | MONDAY, 30 MAY 2016

Findex-owned national accounting and financial advisory group Crowe Horwath has acquired a Queensland accountancy firm. The Queensland arm of Moore Stephens has reached an agreement to become part of Crowe Horwath. Commenting on the agreement, Findex ...

Class partners with Findex in fintech deal

KERRIE SYDEE | THURSDAY, 12 MAY 2016

Findex has signed a contract with Class to provide cloud-based SMSF software services. The deal is expected to see over 8,000 SMSFs loaded onto Class over the next two years. Findex hopes the partnership will accelerate growth plans and extend its position ...

Findex partners to advance medical research

DARREN SNYDER | FRIDAY, 29 APR 2016

... links between financial services and priority medical research will come to the fore through a partnership announced by Findex and the Australian Academy of Health and Medical Sciences. The partnership will discuss potential recommendations to the federal ...

Investors must adapt to 'new normal'

KERRIE SYDEE | WEDNESDAY, 20 APR 2016

... interest rates, low growth and high volatility as the 'new normal' when constructing their investment strategies, according to Findex. The asset manager argues that in a landscape of low yield and high volatility investors must look to pursue a balanced ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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