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Showing 71 - 80 of 103 results for "Matrix"

Magill joins Matrix

RUTH LIEW  |  TUESDAY, 16 MAR 2010
... emerged from retirement to establish a new planning group - Frances Magill Financial Strategists - and recently joined Matrix Planning Solutions. Magill retired from the South Australian super fund last July after spending 19 years at its helm. She is ...

Matrix drops van Eyk for Morningstar

RUTH LIEW  |  MONDAY, 15 MAR 2010
Matrix Planning Solutions has ended its 10-year relationship with van Eyk and appointed Morningstar as its new research provider. Matrix's mandate with van Eyk has been in place almost since the inception of the planning firm in 1999. Rick Di Cristoforo ...

Boutique incubators target retail market

MICHAEL HOBBS  |  MONDAY, 1 FEB 2010
... division to assist with the strategy and plans to announce another distribution manager this week. "We're building the matrix - we're building a greater retail presence in Australia, we're continuing with the institutional strategy and we're also developing ...

Matrix tags NBG for mortgages

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
Matrix Planning Solutions has secured a preferential mortgage aggregation arrangement with National Brokers Group (NBG). The partnership supports Matrix advisers with mortgage businesses by giving them access to NBG's lending rates as well as a preferential ...

You're dreaming

BENJAMIN ONG  |  FRIDAY, 13 NOV 2009
... got it wrong and Treasurer Swan is right? There goes my super...again. Welcome back Great Recession! Ala the movie "The Matrix", I watched the frame-by-frame movement of my right pointer finger going for the click of right mouse button. My anxiety grew ...

Praemium signs on Succession

COMPANY RELEASE  |  FRIDAY, 25 SEP 2009
... firm's dps Select service. Succession will use dps Select to provide the discretionary platform as part of the investment matrix it offers to its member firms. Succession Advisory Services Limited is a wealth management business, providing fund management ...

Matrix cuts licensee fees after profit result

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
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 ...

X-rays on APLs for Matrix advisers

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
Matrix Financial Solutions advisers are now able to see the underlying assets, investment strategies and currency risk of products in their approved products list, as part of the dealer group's latest research tool upgrades. The new research tools identify ...

Matrix adds ETFs to APL

PRESS RELEASE  |  MONDAY, 6 JUL 2009
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 ...

Matrix celebrates 10 years

COMPANY RELEASE  |  TUESDAY, 30 JUN 2009
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 ...