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Showing 21 - 30 of 110 results for "Matrix"

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... practice development manager at Financial Wisdom. In his new role, Mantineo will be responsible for adviser recruitment at Matrix Planning Solutions and LaVista Licensee Solutions. He will report to ClearView general manager, licensee services, Todd ...

Unlisted assets deliver modest returns

KARREN VERGARA  |  WEDNESDAY, 31 MAR 2021
... MySuper funds invested in unlisted assets did not deliver a performance premium. "This is demonstrated by the correlation matrix that shows that MySuper investment returns across the group to have very little relationship with their volatility, the proportion ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... to doing so and the limited advice services the licensee would like to provide in future. ClearView Financial Advice and Matrix Planning Solutions chief executive Allison Dummett has embraced ASIC's consultation paper saying it is "hugely positive" that ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... get a lot of confidence knowing that LaVista leverages the back-office resources and infrastructure of leading licensee, Matrix Planning Solutions," Investorplan principal Manjit Singh said. "This partnership gives Investorplan the best of both worlds ...

Gender doesn't influence company returns: Research

ELIZA BAVIN  |  MONDAY, 26 OCT 2020
... reason for shareholder support of directors. "While some ASX companies have recently moved to disclose their board's "skills matrix", there is little information to judge the quality of an individual director's skills and experience, and even less on ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... Inwood, saw IOOF chief advice officer Darren Whereat, Centrepoint Alliance group executive advice services Kate Anderson and Matrix Planning Solutions chief executive Alison Dummett discuss the biggest issues facing the industry. High on the agenda was ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... is part of our strong ongoing commitment to our practices and quality financial advice," ClearView Financial Advice and Matrix Planning Solutions chief executive Allison Dummett told Financial Standard. "Professional compliance and advice support is ...

How it can all go wrong

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... compliance. "We definitely wouldn't look at those clients. I am not an adviser now, the AFSL is still running. The decision matrix has been revised three times, it's an ever-evolving document," Cribb said. Cribb received the first notice from ...

CFSGAM picks new name, updates on CBA separation

KANIKA SOOD  |  MONDAY, 16 SEP 2019
... Sentier can't immediately replace but none of them will be replaced by Mitsubishi, Steinberg said. "It was always a matrix-style relationship in how we ran the business. Under Mitsubishi, all of those functions are going to be contained in our business... ...

$50bn super fund links with software firm

HARRISON WORLEY  |  WEDNESDAY, 31 JUL 2019
A $50 billion industry superannuation fund partnered with a global investment data management software firm. Matrix has been selected by Cbus to provide the giant superannuation fund with investment management software designed to analyse the fund's ...