Matrix Planning Solutions has snared two authorised representatives for its practices.
Matrix Planning Solutions has snared two authorised representatives for its practices.
Financial adviser Morgan Siegal has joined Hunter Financial Planning. Previously, Siegal lived in Arizona, United States, where he was founding vice-president of Pool Professionals and planned and developed business strategies.
Mark Worrall has been promoted to financial planner for GPA Group.
Worrall used to be office administrator for Matrix's online wealth creation platform, Prospera. He has been with GPA since last year and has worked with Commonwealth Bank of Australia as a foreign currency specialist.
In Part 2 of our exclusive series, we ask leading names to nominate their best investments, the most effective industry group and the importance of platforms.
Since last month's issue, newspaper headlines have continued to scream out doom and gloom about the current markets, among them "Super losses", "Savage write-offs" and "More bad news".... read more »
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Catholics revamp fixed interest »
Industry superannuation fund the Catholic Superannuation and Retirement Fund (CSRF) has revamped its fixed income portfolio.
Mercer backs alternatives »
Mercer has awarded $34.15 million in mandates to Tactical Global Management (TGM) and Lazard Asset Management to invest in alternative assets.
It is a belief of some planners that ASIC lost the opportunity to make inroads into the licensing of planners eight to 10 years ago when it was just getting on its feet.... read more »
