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Showing 51 - 60 of 68 results for "Findex"

Crowe Horwath progressing growth ambitions

MARK SMITH  |  TUESDAY, 11 AUG 2015
Six months on from the merger with Findex, Crowe Horwath is looking to broaden its financial advice offering by offering a full-service model to family offices. The merger significantly increases the scale of the accounting, audit, tax and financial ...

Findex life insurance goes commission-free

ALEX BURKE  |  MONDAY, 20 JUL 2015
Findex's Centric Wealth and Financial Index Wealth Accountants divisions will now only recommend commission-free life insurance policies. As per the recommendations provided by the Association of Financial Advisers (AFA), Financial Planning Association ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
Findex Group has acquired Melbourne-based accounting and financial advice firm Martin Goodrich & Associates (MGA). MGA will be relocated to the Crowe Horwath's Melbourne offices but will retain its branding "during a transition phase," according to ...

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
... services for key client Centric Wealth. Philo had a fixed-term contract with Centric which ended around May. Parent group Findex (which acquired Centric in 2014) elected not to renew, appointing SSGA as its new tactical asset allocation services provider. ...

Asteron discusses alternative commission structure

DARREN SNYDER  |  FRIDAY, 29 MAY 2015
... structures comes from Suncorp-owned Asteron Life. Following recent announcements by Centrepoint Alliance, AMP, Fortnum, Findex and Centric Wealth, Asteron Life is reportedly considering a wholesale product model allowing advisers to build in commissions. ...

SSgA appointed to rebuild Findex investment strategy

LAURA MILLAN  |  MONDAY, 11 MAY 2015
State Street Global Advisors (SSGA) will conduct a review of Findex's investment strategy and research approach, following the group's acquisition of Crowe Horwath. SSGA will be in charge of streamlining Findex's business structure and operating model ...

PROFILE: Findex chief executive Spiro Paule

DARREN SNYDER  |  MONDAY, 27 APR 2015
... become Australia's largest financial advice company in the space of 15 years without a solid business strategy. Yet for Findex chief executive Spiro Paule, a self-confessed entrepreneur, the strategy was not always concrete. Born in Greece but raised ...

Former MLC and Optimix executives join Findex

DARREN SNYDER  |  THURSDAY, 2 APR 2015
... Optimix chief investment officers have joined one of Australia's largest financial services and accounting groups. Joining Findex Group's investment committee to mandate the company's approved investment products are Chris Condon and Emmanuel Calligeris. ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... when moving to a new licensee started to transact. The last months of the year saw Financial Index Wealth Accountants (Findex) become Australia's largest non-aligned dealer group after acquiring Centric Wealth and Crowe Horwath. IOOF acquired SFG Australia ...

Findex appoints head of investment research

LAURA MILLAN  |  MONDAY, 16 FEB 2015
Financial services and accounting group Findex has appointed a head of investment research with experience across Australia, North America and Europe. Dr Stefano Cavaglia joins Findex from Philo Capital, where he worked as a portfolio manager. Prior ...