Search Results | Showing 21 - 30 of 103 results for %22Matrix%22 |
| | | ... 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 ... |
| | | | ... 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... ... |
| | | | 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 ... |
| | | | ... relative to its objectives and to assess the performance of individual directors annually, it said, and includes having a matrix that identifies the skills and experience of each director. "At least every three years, an external third party should be ... |
| | | | ... compliance manuals, and 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 ... |
| | | | ... also KPMG's co-lead for global fintech. "All potential candidates were screened against the Stone & Chalk Board Skills Matrix, to ensure the final selection possessed a suitable mix of relevant skills, experience, diversity, and knowledge to guide ... |
| | | | ... committed to "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 ... |
| | | | ... with education. "You need someone with a passion for members of the fund. I don't know how you capture that in a skills matrix. It is a gut feeling," he said. |
| | | | ... its objectives and the performance of individual directors. It would also require all trustee boards to maintain a skills matrix and annually publish a consolidated summary of it, along with the skills of each trustee director; an external third party ... |
| | | | ... period between 19 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 ... |
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