Media Releases

After 20 years, we’ve almost reached peak compliance

16 August 2019

The chief executive of both Matrix Planning Solutions and Clearview Financial Advice, Allison Dummett, says a lot has changed in the advice compliance landscape over 20 years.

But after two decades, she says, we’re “almost at the end of the journey”. Read more >

Less is the key to sustainable growth in the new advice world: ClearView

26 April 2017

The holy grail of financial advice; sustainable growth, is within reach but advisers must be prepared to tear down and rebuild their value proposition, and shed clients to attain it, according to a new paper by Matrix Planning Solutions. Read more >