Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 110 results for "Matrix"

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
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 ...

Matrix alerts AustralianSuper of plans to sell

MATT WOODINGTON  |  TUESDAY, 18 OCT 2011
Matrix Financial Solutions is looking for an investor to acquire 100% of the planning business to help implement new strategic ideas in a post FOFA environment. Shareholders and advisers are behind the decision to sell the business according to managing ...

Industry funds primed for more planning deals

MATT WOODINGTON  |  THURSDAY, 12 MAY 2011
... financial advice from planners that would use an increased number of platforms. Rick Di Cristoforo, managing director of Matrix Planning Group, one of those now linked to AustralianSuper is unsure whether other funds will go the same way. It's hard to ...

AustralianSuper new player in advice industry

ELISE BURGESS  |  FRIDAY, 29 APR 2011
... trial continues over 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 ...

UK FSA fines false advice

MICHELLE BALTAZAR  |  TUESDAY, 19 APR 2011

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
... signed in recent 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 ...

Magill grows FUA as client base doubles

RUTH LIEW  |  MONDAY, 6 DEC 2010
... is advising double 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 ...

Australians willing to pay just $300 for advice

RUTH LIEW  |  TUESDAY, 26 OCT 2010
... may be unaware of the true cost of advice under existing asset-based fee models. Rick Di Cristoforo, managing director of Matrix Planning Solutions, said the figure is "completely unrealistic" and said charging $300 in today's compliance and regulatory ...

Subscriber-pays ratings approach more critical: van Eyk

RUTH LIEW  |  TUESDAY, 31 AUG 2010
... supporting the broader coverage required by our major wealth management groups." Rick Di Cristoforo, managing director of Matrix Planning Solutions, said ratings houses' remuneration models are an important element in selecting a researcher - but it ...

Cyclists raise $85k for Future2 charity

JOHN MCDULING  |  MONDAY, 16 AUG 2010
... Australian financial planning profession, which supports the financially under-privileged. Sponsorship from BT Insurance, Matrix Planning Solutions and Telstra and Colonial First State accounted for over half the proceeds. The remaining $40,000 came ...