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


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