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Showing 1 - 10 of 12 results for "Financial Index Wealth Accountants"

Findex hit with penalties

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... website that gave rise to ASIC's concerns included: "a corporate member of the Findex group, Financial Index Wealth Accountants Pty Ltd, was one of Australia's leading independent providers of retail financial planning, accounting and wealth management ...

AXA IM sees inflows double

MARK SMITH  |  TUESDAY, 15 MAR 2016
... Mercer, which has now invested $200 million in the group's Global Credit SmartBeta strategy and Financial Index Wealth Accountants (FINWA), which has $70 million in the Global Equity SmartBeta ESG strategy. The company also brought on Avant this year ...

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... Under the new model, Findex businesses including Crowe Horwath accountants, Centric Wealth, Financial Index Wealth Accountants, Prescott Securities, CIVIC Financial Planning and the MOVO online investment advice portal, will all offer comprehensive "one-stop-shop" ...

Findex hires head of risk from Macquarie

MARK SMITH  |  TUESDAY, 6 OCT 2015
... commission-free insurance product across the group, commencing with the Centric Wealth and Financial Index Wealth Accountants. The first commission-free product was sourced through the BT Group and introduced in July this year.

Findex appoints former ANZ exec

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
... Associates. It also announced that life insurance policies recommended through its Centric Wealth and Financial Index Wealth Accountants subsidiaries will be commission-free.

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 ...

SSgA appointed to rebuild Findex investment strategy

LAURA MILLAN  |  MONDAY, 11 MAY 2015
... administration, investment and asset allocation research. Findex's brands currently include Financial Index Wealth Accountants, Centric Wealth, Crowe Horwath Australasia, MOVO, CIVIC Financial Planning and Prescott Securities. The group's chief investment ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... commission 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 ...

AXA ESG SmartBeta fund available to retail investors

JAMES FERNYHOUGH  |  MONDAY, 15 SEP 2014
... Fund is now available on the Asgard platform after having been seeded with $55 million from Financial Index Wealth Accountants (FIWA). The fund has previously been targeted at institutional investors, but this move will open it up retail investors. AXA ...

Crowe Horwath and Findex in acquisition talks

LAURA MILLAN  |  WEDNESDAY, 4 JUN 2014
Financial Index Wealth Accountants (Findex) is likely to acquire Crowe Horwath after it signed a process agreement to buy all of its shares. This would be Findex's second acquisition after it bought Centric Wealth in January 2013. The two organisations ...
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