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Showing 91 - 100 of 110 results for "Matrix"

Platform wedge over pricing

RUTH LIEW  |  MONDAY, 17 NOV 2008
... towards illiquid assets could force the sector to adopt an industry-wide solution. Rick Di Cristoforo, managing director of Matrix Financial Planning Group, acknowledges that the architectural structure of platforms which favours daily unit pricing could ...

Matrix Planning Solutions restructures

RUTH LIEW  |  WEDNESDAY, 15 OCT 2008
Independently owned dealer group Matrix Planning Solutions Limited has shuffled its managerial line up following the shelving of its plans to be publicly listed. MPS had flagged its intention to be publicly listed 12 months ago but the majority of its ...

Advisers snub commission-free ETFs

MICHAEL HOBBS  |  THURSDAY, 21 AUG 2008
... not well equipped to provide direct share trading. But not everyone is shying away from the sector. Rick Di Cristoforo, Matrix Planning Solutions executive director of marketing and development, told Financial Standard that its planners viewed ETFs as ...

Matrix selects DMS

MICHAEL HOBBS  |  THURSDAY, 6 DEC 2007
Matrix Planning Solutions has given the thumbs up to Dealer Management System (DMS) Adviser Online software after successfully implementing the software across its dealer group. DMS software provides transparent revenue information, a fully functional ...

Matrix re-signs Oasis

MICHAEL HOBBS  |  FRIDAY, 24 AUG 2007
Matrix Planning Solutions has re-signed a five-year deal with financial services platform Oasis Asset Management. Matrix will continue to use the Oasis platform to offer its superannuation master trust and investment portfolio service to the retail ...

DMS' Adviser Online rolled out across Matrix

HAMISH MADDEN  |  FRIDAY, 9 MAR 2007
Dealer Management System's (DMS) Adviser Online tool has been rolled out to the Matrix Planning Solutions adviser network, the second group in a month to implement the technology after RetireInvest also opted for the DMS solution. Matrix implemented ...

Fund of LaSalle funds will cut fees

HAMISH MADDEN  |  THURSDAY, 8 MAR 2007
... Pacific alone we've got more than 100 people," said David Quirk, director, client services Australia. "There's basically a matrix of nine risk profiles and regions, and you can use those to tailor a solution to the risk profile and the liking of the ...

Matrix finds its $1b Oasis

Independent financial planning group Matrix Planning Solutions predicts it will grow its funds under management (FUM) by 20 per cent each year under the Oasis platform, having already passed the $1 billion mark this year. "We are pleased to have reached ...

DFS fee model a winner

... adopted a fee-for-service model that is proving a hit with high net worth investors. The group inherited the proprietary 'fee matrix' created by Deloitte, which sees them billing clients in the same way doctors and lawyers would do. For example, clients ...

Matrix planner wins AFA Rising Star Award

HAMISH MADDEN  |  MONDAY, 30 OCT 2006
Jason Danjoux, a Matrix Planning Solutions representative, has taken out the AFA Rising Star Award 2006 in a close decision over his fellow finalists. The AFA Rising Star Award, sponsored by ING, recognises the dynamic talents of some of the industry's ...