Search Results | Showing 81 - 90 of 103 results for %22Matrix%22 |
| | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... towards illiquid assets could force the sector to adopt an industry-wide solution. Rick Di Cristoforo, managing director of Matrix Financial Planning Group, acknowledges that the architectural structure of platforms which favours daily unit pricing could ... |
| | | Independently owned dealer group Matrix Planning Solutions Limited has shuffled its managerial line up following the shelving of its plans to be publicly listed. MPS had flagged its intention to be publicly listed 12 months ago but the majority of its ... |
| | | ... not well equipped to provide direct share trading. But not everyone is shying away from the sector. Rick Di Cristoforo, Matrix Planning Solutions executive director of marketing and development, told Financial Standard that its planners viewed ETFs as ... |
| | | Matrix Planning Solutions has given the thumbs up to Dealer Management System (DMS) Adviser Online software after successfully implementing the software across its dealer group. DMS software provides transparent revenue information, a fully functional ... |
| | | Matrix Planning Solutions has re-signed a five-year deal with financial services platform Oasis Asset Management. Matrix will continue to use the Oasis platform to offer its superannuation master trust and investment portfolio service to the retail ... |
| | | Dealer Management System's (DMS) Adviser Online tool has been rolled out to the Matrix Planning Solutions adviser network, the second group in a month to implement the technology after RetireInvest also opted for the DMS solution. Matrix implemented ... |
| | | ... Pacific alone we've got more than 100 people," said David Quirk, director, client services Australia. "There's basically a matrix of nine risk profiles and regions, and you can use those to tailor a solution to the risk profile and the liking of the ... |
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