Search Results | Showing 21 - 30 of 54 results for "Matrix Planning Solutions" |
| | ... launched its alliance approach earlier this year, partnering Australian retail financial planning group Matrix Planning Solutions. "Jodie brings a highly diverse global skill set to the firm, gained in her previous roles with Mercer and Russell," continued ... |
| | | Independent Newcastle-based planning firm, PSI Investments, has joined Matrix Planning Solutions as a new member firm just two weeks after it signed a Sydney firm. PSI Investments was established over 20 years ago as part of the broader PSI Group and ... |
| | | Matrix Planning Solutions has added Sydney based Macquarie Partners Financial Advisory to its existing network of member firms. Established two years ago by business principal and managing director Sunhee Hres, Macquarie Partners Financial Advisory ... |
| | | ... outcomes will occur as the result of a successful investor process." According to Rainmaker Information, Matrix Planning Solutions had 108 advisers and $2.7 billion in funds under advice at the end of September 2011. |
| | | ... the next nine months or so." Firms that have been participating in the trial include Godfrey Pembroke, Matrix Planning Solutions, Dixon Advisory, Woods and Partners, Paul Moran, Switzer Financial Planning. Tom Reddacliff, general manager of Godfrey Pembroke ... |
| | | ... years, after signing Millenium3, which previously used Financial Facts (the now defunct researcher), and Matrix Planning Solutions, which previously used van Eyk research. He said that the deal comes at a time when financial advisory groups face greater ... |
| | | ... the number of clients she initially targeted, and grown the firm's FUA to $5 million. Magill joined Matrix Planning Solutions and established Frances Magill Financial Strategists in March this year. Since setting up the firm, she has advised 39 clients ... |
| | | ... 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 compliance and regulatory regime is impossible. ... |
| | | ... 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 a researcher - but it is not just about ... |
| | | ... planning profession, which supports the financially under-privileged. Sponsorship from BT Insurance, Matrix Planning Solutions and Telstra and Colonial First State accounted for over half the proceeds. The remaining $40,000 came from individual donations ... |
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