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Showing 31 - 40 of 110 results for "Matrix"

Productivity Commission shakes up default superannuation

KARREN VERGARA  |  THURSDAY, 10 JAN 2019
... 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 ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... 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 ...

Fintech hub snaps up Afterpay co-founder

KANIKA SOOD  |  THURSDAY, 27 SEP 2018
... 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 ...

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
... 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 ...

Failed industry fund merger laid bare at Royal Commission

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
... 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.

Productivity Commission addresses superannuation lottery

DARREN SNYDER  |  TUESDAY, 29 MAY 2018
... 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 ...

Former Suncorp adviser banned

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... 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 ...

Former Lehman Brothers chief unveils new asset manager

ALEX BURKE  |  TUESDAY, 7 NOV 2017
... 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 ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... 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 ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... 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 ...