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Search ResultsShowing 1 - 10 of 84 results for "Matrix"
Wealth manager appoints new head of advice
HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... 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 ...
How it can all go wrong
KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... 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 ...
CFSGAM picks new name, updates on CBA separation
KANIKA SOOD  |  MONDAY, 16 SEP 2019
... 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... ...
$50bn super fund links with software firm
HARRISON WORLEY  |  WEDNESDAY, 31 JUL 2019
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 ...
Productivity Commission shakes up default superannuation
KARREN VERGARA  |  THURSDAY, 10 JAN 2019
... 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 ...
ClearView launches new business, reshuffles executive team
KARREN VERGARA  |  MONDAY, 19 NOV 2018
... 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 ...
Fintech hub snaps up Afterpay co-founder
KANIKA SOOD  |  THURSDAY, 27 SEP 2018
... 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 ...
ClearView results up despite adviser earnings drop
HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
... 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 ...
Failed industry fund merger laid bare at Royal Commission
KANIKA SOOD  |  FRIDAY, 10 AUG 2018
... 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.
Productivity Commission addresses superannuation lottery
DARREN SNYDER  |  TUESDAY, 29 MAY 2018
... 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 ...
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