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Showing 91 - 100 of 103 results for "Matrix"

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 ...

INVESCO global funds back to four stars

HAMISH MADDEN  |  WEDNESDAY, 31 MAY 2006
INVESCO has had the ratings on its Global Matrix Funds reinstated to four stars by Navigator Research, after the funds were placed on hold due to staff departures. Navigator said it originally placed the funds on hold due to two of the three member ...

Demand for reverse mortgage on the rise

... to grow in Australia. We've already seen a lot of growth overseas." he says. He adds that Lonsdale has created its own matrix that will allow financial advisers to select which reverse mortgage provider best suits a client. "We've actually produced a ...

Oasis enters big league with $3 billion

... has no tied adviser network of its own, its network of adviser relationships through groups such as Strategy Portfolio, Matrix, Mentor, Ventura, Infocus, Avenue, Dominion, Wealthtrac and Mariner have enabled it to quickly gain momentum. Oasis claims ...

Tyndall awarded Fund Manager of the Year

... Class X for the Listed Properties Securities category. Global sector award winners included the INVESCO Wholesale Global Matrix Fund Hedged for Global Equities, Merrill Lynch Hedged Global Small Cap Fund for Global Small Caps and Credit Suisse Asset ...

Matrix recommits to Oasis platform

Dealer group Matrix Planning Solutions has re-signed platform provider Oasis Asset Management for another three years after first signing with the latter in 2001. Matrix Planning Solutions managing director Allison Dummett says the deal was made after ...

Eight year gaol sentence for former financial adviser

... a licensed financial adviser. He was also an authorised representative of Apogee Financial Planning, Financial Wisdom, Matrix Planning Solutions and Garrisons from 1995 to 2002. Higgins defrauded nine clients of Macquarie Towns between December 1999 ...

Super returns for INVESCO

... of 33.4 per cent. INVESCO's international equities fund also delivered a strong performance. The hedged Wholesale Global Matrix fund achieving a 21.8 per cent return and outperforming the benchmark by 6.5 per cent. The results place the diversified growth ...