Search Results | Showing 11 - 20 of 55 results for "Matrix Planning Solutions" |
| | ... education and training. LaVista's infrastructure is built on the back of ClearView's dealer groups, Matrix Planning Solutions and ClearView Financial Advice. ClearView also promoted Allison Dummett to chief executive of Matrix Planning Solutions and ... |
| | | ... "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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 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 ... |
| | | ... 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 ... |
| | | ... 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. ... |
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