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Showing 1 - 10 of 63 results for "Findex"

Medium-sized advice firms flourish: Research

KARREN VERGARA | THURSDAY, 24 OCT 2024

... largest managed discretionary account (MDA) services advice businesses based on adviser headcount are Shaw & Partners (190), Findex (102), Shadforth Financial Group (97), and Ord Minnett (95). For overall adviser movement, Count Financial, Alliance Wealth ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA | WEDNESDAY, 24 JUL 2024

... of the period. The non-aligned segment, however, gained 252 advisers or 2.4% to finish with 10,595. Shaw and Partners, Findex, and Morgans Financial gained the most advisers. Meanwhile, Merit Wealth, AMP Financial Planning, and Bridges Financial Services ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN | WEDNESDAY, 10 APR 2024

Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ...

Centric hires chief client officer

CHLOE WALKER | MONDAY, 12 FEB 2024

... wealth management platform and products designed to address Australia's "fractured fintech ecosystem". It is owned by Findex. Morris joins from Sequoia, which he joined in August 2023 as chief operating officer. Prior, he spent seven years at Praemium ...

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN | MONDAY, 22 MAY 2023

... Guarantee, two-thirds of Australians fear they won't have enough money to last through retirement. A study commissioned by Findex and conducted by YouGov, investigating Australians' readiness for retirement and the impact of professional financial advice ...

The great wealth transfer at risk: Research

CHLOE WALKER | THURSDAY, 10 NOV 2022

... billions of dollars of inheritance at risk with their current money management behaviours, according to new research from Findex. The research, commissioned by Findex, explored the spending, saving, and investing behaviours of over 1000 Australians aged ...

Findex names co- chief executives amid plans to grow wealth capabilities

CASSANDRA BALDINI | WEDNESDAY, 24 AUG 2022

Findex Group has appointed Tony Roussos and Matthew Games as its co-chief executives as part of a strategic expansion aimed at tripling its wealth operations. Over the next five years, the financial services company aims to triple the size of its wealth ...

Findex appoints chief people officer

CHLOE WALKER | TUESDAY, 16 AUG 2022

... privately-owned financial advisory and accounting services firm. With over 20 years in human resources, Nell will lead Findex's human resources function, which encompasses culture transformation, people solutions, diversity and inclusion, employee progression ...

Findex promotes new regional partners

CHLOE WALKER | WEDNESDAY, 6 JUL 2022

Findex has appointed a total of 57 new partners and associate partners across Australia and New Zealand. The hires are an increase of almost 50% on the previous year, with most appointments coming from internal promotions. In all, 46 of them are in ...

Findex Group acquires firm

CASSANDRA BALDINI | MONDAY, 20 JUN 2022

Findex Group is growing its presence, announcing the acquisition of McGarva Accounting Group which trades under Atticus Business Accountants and Basecamp Bookkeeping in Toowoomba. Findex is a privately-owned financial advisory and accounting service ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

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'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Five principles for successful family office investing

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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