Search Results | Showing 61 - 70 of 110 results for "Matrix" |
| | | 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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