Rick Di Cristoforo Managing Director, Matrix Allocated Pension (at time of writing) Rick Di Cristoforo has had over 18 years finance industry and accounting experience and has held the role of Executive Project Manager with Matrix Planning Solutions Limited for the past three years. Rick heads the Strategic Projects & Marketing team at Matrix. He is responsible for strategic analysis of business and investment opportunities, production of adviser education and support materials as well as managing the research and communications team at Matrix. In addition, he is the course writer for Tribeca's Investment Planning 1 and Investment Planning 2 diploma and advanced diploma courses as well as author/ contributor to over 150 investment related professional development articles.
RICK DI CRISTOFORO | MONDAY, 1 JAN 2007 Traditionally, financial planning has ignored the client's most basic asset - the family home and associated mortgage. The family home and mortgage debt are the 'elephants in the corner' of the financial plan - a looming, powerful presence ... Read more PAGE: 1 |
Latest News
Advisers should rethink portfolio construction: La Trobe
La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and private credit.
Advice complaints see biggest increase in FY26: AFCA
Despite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from AFCA shows.
Acclime acquires Melbourne's Polar 993
Acclime, a provider of corporate, governance, advisory and fund services across Asia Pacific and global markets, has signed an agreement to acquire the independent trustee and fund administration business from Melbourne.
Platforms are not solution providers: AZ NGA
AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
Operational alpha: How wealth tech is reshaping fund distribution in Australia
Innovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.
