The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 1 - 10 of 49 results for "Matrix Planning Solutions"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... "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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
The Australian Taxation Office yesterday couldn't answer exactly how many stapling-triggered employer checks it expects, but maintained its readiness for a July 1 go-live.
The asset manager is partnering with a start-up to build a new platform for institutional investors to trade digital currencies.
Australia's largest superannuation fund is taking issue with the proposed stapling regulations, arguing that the model is backwards and will not protect members from being stuck in dud funds.
The prudential regulator has commenced industry consultation on revisions to the prudential standards for life insurers to protect life insurance policy holders against the use of offshore reinsurers.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|