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Search ResultsShowing 1 - 10 of 49 results for "Matrix Planning Solutions"
The barriers to limited advice: Licensees
ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... limited advice services the licensee would like to provide in future. ClearView Financial Advice and Matrix Planning Solutions chief executive Allison Dummett has embraced ASIC's consultation paper saying it is "hugely positive" that the regulator is ...
Dealer service provider adds former MLC advice firm
KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... confidence knowing that LaVista leverages the back-office resources and infrastructure of leading licensee, Matrix Planning Solutions," Investorplan principal Manjit Singh said. "This partnership gives Investorplan the best of both worlds and positions ...
A new model is coming: Licensees
ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... advice officer Darren Whereat, Centrepoint Alliance group executive advice services Kate Anderson and Matrix Planning Solutions chief executive Alison Dummett discuss the biggest issues facing the industry. High on the agenda was the affordability of ...
Wealth manager appoints new head of advice
HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... 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 more important ...
ClearView launches new business, reshuffles executive team
KARREN VERGARA  |  MONDAY, 19 NOV 2018
... 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 Planning Solutions and ...
ClearView results up despite adviser earnings drop
HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
... "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 wealth management ...
Former Suncorp adviser banned
HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... March 2009 and 20 May 2016. After leaving Suncorp Grubwinkler was also an authorised representative at Matrix Planning Solutions during 2016 and 2017, eventually moving to ClearView Financial Advice in September 2017 until early this year. The banning ...
Improved distribution strengthens ClearView result
DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... ClearView's financial advice division saw an underlying NPAT of $2.2 million, up 47%. Advisers across Matrix Planning Solutions and ClearView Financial Advice increased to 243. The group's funds under management and advice totaled $8.9 billion and premiums ...
IRESS strikes advice platform partnership
DARREN SNYDER  |  MONDAY, 14 AUG 2017
... scalable advice to meet a range of client needs and save significant time. ClearView chief executive of Matrix Planning Solutions, Todd Kardash, said: "Advisers increasingly rely on technology and we have worked very closely with IRESS to ensure our ...
Pressure on advice practices means time for rethink: ClearView
JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... achieve sustainable growth as traditional advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView, says pressure placed on businesses by factors such as the Life Insurance Framework ...
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