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Showing 21 - 30 of 54 results for "Matrix Planning Solutions"

Russell appoints Mercer COO to head insto business

MARK SMITH  |  TUESDAY, 16 JUL 2013
... 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 ...

Matrix continues planning member expansion

ELISE BURGESS  |  WEDNESDAY, 2 NOV 2011
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 adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
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 ...

Matrix alerts AustralianSuper of plans to sell

MATT WOODINGTON  |  TUESDAY, 18 OCT 2011
... 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.

AustralianSuper new player in advice industry

ELISE BURGESS  |  FRIDAY, 29 APR 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 ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
... 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 ...

Magill grows FUA as client base doubles

RUTH LIEW  |  MONDAY, 6 DEC 2010
... 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 ...

Australians willing to pay just $300 for advice

RUTH LIEW  |  TUESDAY, 26 OCT 2010
... 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. ...

Subscriber-pays ratings approach more critical: van Eyk

RUTH LIEW  |  TUESDAY, 31 AUG 2010
... 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 ...

Cyclists raise $85k for Future2 charity

JOHN MCDULING  |  MONDAY, 16 AUG 2010
... 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 ...