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Top News In Matrix Planning Solutions Today - Breaking & Trending Today

ClearView reset pays dividends

ClearView s decision to target the life insurance market solely is paying off as it grows its in-force premiums during the 2023 financial year and new business pours in. ....

Nadine Gooderick , Lavista Licensee Solutions , Matrix Planning Solutions , Centrepoint Alliance , Clearview Financial Advice , Lavista Licensee , Clearview Financial Management , Clearview Retirement ,

Large AFSLs holding off adviser decline

Rainmaker Information has revealed the Australian Financial Services Licensees (AFSLs) that experienced the largest growth in 2022. Ord Minnett, Count Financial and Industry Fund Services topped the ....

Alex Dunnin , Keith Ford , Alliance Wealth , Industry Fund Services , Matrix Planning Solutions , Ord Minnett , Count Financial , Rainmaker Information , Financial Adviser , Interprac Financial Planning ,

Which AFSLs saw top adviser growth in 2022?

Research from Rainmaker Information has revealed the AFSLs that experienced the largest net growth in number of financial advisers last year. ....

Alex Dunnin , Alliance Wealth , Industry Fund Services , Matrix Planning Solutions , Ord Minnett , Count Financial , Rainmaker Information , Financial Adviser Report , Interprac Financial Planning , Matrix Planning , Financial Adviser ,

Diverger's Centrepoint bid called off - Professional Planner

Diverger has ended discussions to acquire Centrepoint Alliance due to lack of “meaningful engagement”. However, neither party is ruling out future scale plays within the industry. ....

Nathan Jacobsen , Centrepoint Alliance , Matrix Planning Solutions , Volume Weighted Average Price , Wealth Data , Professional Planner , Easton Investments Management , Merit Wealth , Clearview Financial Advice ,

Centrepoint acquisition would create third largest licensee

Diverger has submitted a conditional proposal to acquire Centrepoint Alliance which would create the third largest licensee putting it just behind Insignia and AMP with almost 1,000 advisers. Although it offers a different servicing model to the major institutions, the benefit of scale will give it a market leading position over other licensee service providers. ....

Nathan Jacobsen , Wt Financial Group , Centrepoint Alliance , Matrix Planning Solutions , Professional Planner , Wealth Data , Volume Weighted Average Price , Thorney Investments , Easton Investments Management , Merit Wealth , Clearview Financial Advice ,