ClearView Wealth

Compliance

Integrated compliance is the final step for Matrix and Clearview

Merging two separate compliance frameworks is among the final stages of ClearView Wealth’s acquisition of Matrix Planning Solutions, says Todd Kardash, chief executive officer of the combined dealer group business. The $20 million takeover of Matrix was first announced last September. Since then, the two Australian Financial Services licensees’ financial systems and marketing arrangements have […]
Industry

ClearView in $20m bid for Matrix to fill ‘very large space’ in advice market

A $20.25 million takeover bid for Matrix Planning Solutions by ClearView Wealth is the latest piece of merger and acquisition activity in the non-aligned financial planning space to underline the sector’s emergence as a genuine and robust alternative to institutionally owned financial planning licensees. Through a merger implementation deed, ClearView will offer Matrix shareholders $7.75 […]