Search Results | Showing 21 - 30 of 58 results for %22Matrix Planning Solutions%22 |
| | | Matrix Financial Solutions will be focusing on strategies to attract advisers from aligned dealer groups after the resignation of its managing director Rick Di Cristoforo. "There are opportunities now that didn't exist five years ago, and this will ... |
| | | | Russell Investment has partnered with Matrix Planning Solutions to develop and launch five actively managed portfolios designed to deliver different outcomes depending on the investor's life stage and needs. The PartnerShip Funds, as they will be known ... |
| | | | ... 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 ... |
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