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Showing 11 - 20 of 54 results for "Matrix Planning Solutions"

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
... "quality over quantity" and was focused on high quality independent financial advisers. Ten advisers left Matrix Planning Solutions and ClearView Financial Advice, dropping the overall adviser total to 233. ClearView said investment in its wealth management ...

Former Suncorp adviser banned

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... March 2009 and 20 May 2016. After leaving Suncorp Grubwinkler was also an authorised representative at Matrix Planning Solutions during 2016 and 2017, eventually moving to ClearView Financial Advice in September 2017 until early this year. The banning ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... ClearView's financial advice division saw an underlying NPAT of $2.2 million, up 47%. Advisers across Matrix Planning Solutions and ClearView Financial Advice increased to 243. The group's funds under management and advice totaled $8.9 billion and premiums ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... scalable advice to meet a range of client needs and save significant time. ClearView chief executive of Matrix Planning Solutions, Todd Kardash, said: "Advisers increasingly rely on technology and we have worked very closely with IRESS to ensure our ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... achieve sustainable growth as traditional advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView, says pressure placed on businesses by factors such as the Life Insurance Framework ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... Wealth and Crowe Horwath. IOOF acquired SFG Australia and CUA Financial Planning, Clearview took over Matrix Planning Solutions and Spring Financial bought Pink Diamond Financial Group and Moneytree Partners Group. At the same time, the reputation of ...

ClearView surpasses 200 adviser milestone after merger

LAURA MILLAN  |  WEDNESDAY, 25 FEB 2015
ClearView reported having 216 financial advisers under its license, following the merger with Matrix Planning Solutions in October. ClearView's net profit after tax was $9.9 million for the six months to December 2014, which represents a 9% growth from ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
... has appointed Todd Kardash as chief executive of the combined dealer group, following the merger with Matrix Planning Solutions. Kardash has led both the dealer group and distribution businesses of ClearView since January 2013. Clearview managing director ...

Cormann to welcome cyclist advisers at FPA conference

LAURA MILLAN  |  TUESDAY, 28 OCT 2014
... far half of the funds have been contributed by corporate partners: the FPA, AMP Financial Planning and Matrix Planning Solutions, according to the FPA's foundation Future2. The remainder is being raised by the cyclists, with $35,000 already secured. ...

Russell and Matrix outcome-focused funds achieve solid start

MARK SMITH  |  FRIDAY, 20 SEP 2013
Russell Investment has partnered with Matrix Planning Solutions to develop and launch five actively managed portfolios designed to deliver different outcomes depending on the investor's life stage and needs. The PartnerShip Funds, as they will be known ...