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Showing 81 - 90 of 110 results for "Matrix"

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 ...

Matrix selects BT Wrap

COMPANY RELEASE  |  THURSDAY, 23 APR 2009
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 ...

Govt move aids planners

MICHAEL HOBBS  |  THURSDAY, 19 FEB 2009
... requirement was based on 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 ...

Daily unit pricing not the answer: Henaghan

RUTH LIEW  |  THURSDAY, 4 DEC 2008
... the answer, and may not always operate in the best interest of their clients. Rick Di Cristoforo, managing director of Matrix Financial Planning Group, told the Financial Standard last month that daily unit pricing could prove to be a hindrance for investors ...