Search Results | Showing 11 - 20 of 24 results for "Rick Di Cristoforo" |
| | ... and suggests many investors may be unaware of the true cost of advice under existing asset-based fee models. Rick Di Cristoforo, managing director of Matrix Planning Solutions, said the figure is "completely unrealistic" and said charging $300 in today's ... |
| | | ... number of advantages including supporting the broader coverage required by our major wealth management groups." Rick Di Cristoforo, managing director of Matrix Planning Solutions, said ratings houses' remuneration models are an important element in selecting ... |
| | | ... Leader for the Advancement of Women, among others. Sydney-based dealer group Matrix is led by managing director Rick Di Cristoforo, and has more than 90 financial advisers across Australia. The firm has $39 million in in-force insurance premiums. |
| | | ... provider. Matrix's mandate with van Eyk has been in place almost since the inception of the planning firm in 1999. Rick Di Cristoforo, managing director of Matrix said van Eyk lost the contract due to client engagement and independence issues, as the ... |
| | | ... to NBG's lending rates as well as a preferential fee split with the aggregator. Managing director of Matrix, Rick Di Cristoforo, said this offering was part of the 'below the line' services offered by Matrix. "Of course we offer advisers a strong 'above ... |
| | | ... charges its financial planning practices - announcing the decision after posting strong full-year numbers. Rick Di Cristoforo, managing director at Matrix, said the group had posted a profit similar to the previous two financial years. Matrix announced ... |
| | | ... underlying strategies and assets in order to make the right recommendations to clients," commented Managing Director Rick Di Cristoforo. "The Matrix research tools give advisers this insight at a glance." With the new tools, Matrix advisers will be able ... |
| | | ... SPDR ASX 200 and ASX 200 REIT ETFs as well as the iShares S&P Global 100, BRIC, Xinhau China 25 and Asia 50. Rick Di Cristoforo, managing director at Matrix Planning Solutions, said the financial planning group's focus is on quality not quantity. "The ... |
| | | ... properly, clients are well looked after and the adviser's revenue grows accordingly," said managing director Rick Di Cristoforo. Meanwhile Matrix continues to expand with the appointment of two new practices in the last month, and discussions continuing ... |
| | | ... requirement was based on asset values at the beginning of July last year, when equities values were higher. Rick Di Cristoforo, Matrix Planning Solutions managing director, said the government's move allows financial planning pension based clients greater ... |
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