Search Results | Showing 41 - 50 of 54 results for "Matrix Planning Solutions" |
| | Matrix Planning Solutions has cut the licensee fee it charges its financial planning practices - announcing the decision after posting strong full-year numbers. Rick Di Cristoforo, managing director at Matrix, said the group had posted a profit similar ... |
| | | Matrix Planning Solutions has added the Aurora Sandringham Dividend Trust, a number of iShares exchange traded funds (ETFs) and two State Street SPDR ETFs to the group's approved product list. The group's approved product list will now include the State ... |
| | | Independently-owned dealer group Matrix Planning Solutions Limited is celebrating its 10th year of operations - quadrupling its size over the past decade. Founded in 1999, Matrix opened its doors as a dealer group in early 2000, with 20 advisers around ... |
| | | BT Financial Group is providing a badged platform solution to Matrix Planning Solutions. The platform, MX Wrap, provides superannuation and investment products to Matrix Planning Solutions clients. Rick Di Christoforo, managing director at Matrix Planning ... |
| | | ... asset values at the beginning of July last year, when equities values were higher. Rick Di Cristoforo, Matrix Planning Solutions managing director, said the government's move allows financial planning pension based clients greater flexibility. "Ultimately ... |
| | | Independently owned dealer group Matrix Planning Solutions Limited has shuffled its managerial line up following the shelving of its plans to be publicly listed. MPS had flagged its intention to be publicly listed 12 months ago but the majority of its ... |
| | | ... to provide direct share trading. But not everyone is shying away from the sector. Rick Di Cristoforo, Matrix Planning Solutions executive director of marketing and development, told Financial Standard that its planners viewed ETFs as an alternative to ... |
| | | Matrix Planning Solutions has given the thumbs up to Dealer Management System (DMS) Adviser Online software after successfully implementing the software across its dealer group. DMS software provides transparent revenue information, a fully functional ... |
| | | Matrix Planning Solutions has re-signed a five-year deal with financial services platform Oasis Asset Management. Matrix will continue to use the Oasis platform to offer its superannuation master trust and investment portfolio service to the retail ... |
| | | Dealer Management System's (DMS) Adviser Online tool has been rolled out to the Matrix Planning Solutions adviser network, the second group in a month to implement the technology after RetireInvest also opted for the DMS solution. Matrix implemented ... |
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