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|... is part of our strong ongoing commitment to our practices and quality financial advice," ClearView Financial Advice and Matrix Planning Solutions chief executive Allison Dummett told Financial Standard . "Professional compliance and advice support is ...|
|... compliance. "We definitely wouldn't look at those clients. I am not an adviser now, the AFSL is still running. The decision matrix has been revised three times, it's an ever-evolving document," Cribb said. Cribb received the first notice from ...|
|... Sentier can't immediately replace but none of them will be replaced by Mitsubishi, Steinberg said. "It was always a matrix-style relationship in how we ran the business. Under Mitsubishi, all of those functions are going to be contained in our business... ...|
|A $50 billion industry superannuation fund partnered with a global investment data management software firm. Matrix has been selected by Cbus to provide the giant superannuation fund with investment management software designed to analyse the fund's ...|
|... relative to its objectives and to assess the performance of individual directors annually, it said, and includes having a matrix that identifies the skills and experience of each director. "At least every three years, an external third party should be ...|
|... compliance manuals, and education and training. LaVista's infrastructure is built on the back of ClearView's dealer groups, Matrix Planning Solutions and ClearView Financial Advice. ClearView also promoted Allison Dummett to chief executive of Matrix ...|
|... KPMG's co-lead for global fintech. "All potential candidates were screened against the Stone & Chalk Board Skills Matrix, to ensure the final selection possessed a suitable mix of relevant skills, experience, diversity, and knowledge to guide and ...|
|... committed to "quality over quantity" and was focused on high quality independent financial advisers. Ten advisers left Matrix Planning Solutions and ClearView Financial Advice, dropping the overall adviser total to 233. ClearView said investment in its ...|
|... with education. "You need someone with a passion for members of the fund. I don't know how you capture that in a skills matrix. It is a gut feeling," he said.|
|... objectives and the performance of individual directors. It would also require all trustee boards to maintain a skills matrix and annually publish a consolidated summary of it, along with the skills of each trustee director; an external third party evaluation ...|
The $80 billion fund manager has hired BMO Global Asset Management's Asia Pacific managing director as an executive director as the incumbent retires.
Wilson Asset Management has responded to allegations by Keybridge Capital, noting the investment manager has already failed twice in previous attempts to obtain orders of this kind.
The former head of ESG investment research at AMP Capital has taken up a new role.
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal.
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