Search Results | Showing 61 - 70 of 103 results for %22Matrix%22 |
| | | ... 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 ... |
| | | | ... the foundation of the Australian financial planning profession. The event is sponsored by BT Insurance (gold partner), Matrix Planning Solutions and Telstra (silver partners). Griffin and Bobbin will cycle for 10 days to raise money for the foundation ... |
| | | | One of the founders of Matrix Planning Solutions has resigned from the Financial Planning Association (FPA) board due to concerns about the association's governance practices and its fixation on planner remuneration. Rob Pedersen, appointed to the FPA ... |
| | | | ... Richard Hopwood was hired in a similar role for Queensland. Bancroft previously worked at ING Australia, CommInsure and Matrix Planning Solutions. Prior to this role, Hopwood worked at AXA Life Risk in the UK and Suncorp after moving to Australia a year ... |
| | | | ... involved with van Eyk for around 12 years and in that time they've never failed to deliver what they promise," he said. Matrix Planning Solutions ended its 10-year research relationship with van Eyk in March this year and appointed Morningstar as its ... |
| | | | Matrix Planning Solutions has appointed former AXA executive Helen Shao to the newly created role of practice development manager. In this role, Shao will work alongside Matrix general manager of practice development, Geoff Martin, assisting Matrix ... |
| | | | Matrix Planning Solutions has recruited regional practice A&B Financial Planning into its dealer group. Located in Temora, in regional NSW, A&B Financial Planning joined Matrix on 22 March 2010. The principal financial planner in the practice is Andrew ... |
| | | | ... Stephen van Eyk, resigned for personal reasons in August last year. While Thomas said van Eyk is winning research mandates, Matrix Planning Solutions ended its 10-year relationship with the firm this month. In addition, the firm's listed investment company ... |
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