Search Results | Showing 31 - 40 of 103 results for "Matrix" |
| | ... Street comeback since Lehman's collapse in 2008. Targeting high net worth individuals, family offices and institutions, Matrix Private Capital Group will be led by Fuld alongside Neuberger Berman veterans Matthew Rubin and Justin Gaines. In addition ... |
| | | ... to compound on itself," Phillippe Jordan said. "It's not possible to think of the world for human beings who think in a matrix of 10,000 securities by 10,000 securities, with seven strategies that that have three sub-clusters themselves, and operating ... |
| | | ... in FY17. Growth in ClearView's financial advice division saw an underlying NPAT of $2.2 million, up 47%. Advisers across Matrix Planning Solutions and ClearView Financial Advice increased to 243. The group's funds under management and advice totaled ... |
| | | ... objectives-based scalable advice to meet a range of client needs and save significant time. ClearView chief executive of Matrix Planning Solutions, Todd Kardash, said: "Advisers increasingly rely on technology and we have worked very closely with IRESS ... |
| | | ... client books to achieve sustainable growth as traditional advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView, says pressure placed on businesses by factors such as the Life ... |
| | | ... expected growth in expenditure. The budget papers state that the efficiencies will be achieved through "changes to the scoring matrix of the Aged Care Funding Instrument (ACFI) that determines the level of funding paid to aged-care providers." The changes ... |
| | | ... business," said ClearView managing director Simon Swanson. He added, "FY15 included the successful merger and integration of Matrix, the upgrade to our LifeSolutions product range and the successful launch of WealthFoundations. "The initial phases of ... |
| | | ... acquiring Centric Wealth and Crowe Horwath. IOOF acquired SFG Australia and CUA Financial Planning, Clearview took over Matrix Planning Solutions and Spring Financial bought Pink Diamond Financial Group and Moneytree Partners Group. At the same time ... |
| | | ClearView reported having 216 financial advisers under its license, following the merger with Matrix Planning Solutions in October. ClearView's net profit after tax was $9.9 million for the six months to December 2014, which represents a 9% growth from ... |
| | | ... ClearView Wealth Limited has appointed Todd Kardash as chief executive of the combined dealer group, following the merger with Matrix Planning Solutions. Kardash has led both the dealer group and distribution businesses of ClearView since January 2013. ... |
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