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Home>Tag: Findex

Findex

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Industry Updates

Australians switch financial habits due to rising cost of living: Findex

Industry UpdatesApril 29, 2024
Opinion
1

The rise of the financial advice super firm

Paul BarrettMay 31, 2021
Licensees

Findex: Simplifying advice key to post-bank era

Tahn SharpeMay 20, 2021
Licensees
1

Six mid-tier licensees surge, others falter

Tahn SharpeMay 19, 2020
Industry

Private capital stepping in to fund advice acquisitions

Matthew SmithMarch 27, 2019
On Practice

The ‘Volkswagen of financial services’ revs up as Findex drives efficiency gains from acquisitions

Simon HoyleApril 27, 2015
Opinion

Is online advice a better mousetrap, or just a trap?

Simon HoyleMarch 4, 2014
Industry

Findex adds a third arm as it takes financial planning online

Simon HoyleFebruary 25, 2014
Featured Homepage Posts

Retention key to acquisitions as Findex offers financial planners an alternative to institutions

Simon HoyleJanuary 30, 2014

Media

Podcast

Iran, Trump and geopolitical risk in the AI age

Podcast

The value of keeping an adviser voice in policy conversations

Podcast

Why a ‘core and satellite’ approach can be a game changer

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