Search Results | Showing 91 - 100 of 101 results for "Matt Heine" |
| | | ... to manage a risk product on the Investment Wrap platform for some time. LifeWRAP addresses these requirements," said Matt Heine, executive director at netwalth. "The facility is perfectly suited for those running their own SMSF but also caters for Income ... |
| | | | ... various netwealth products and services and it is important that we grow as well as service our existing clients," said Matt Heine, executive director at netwealth. |
| | | | ... now has 63 financial advisers across more than 30 practices nationwide, which includes Bridgeport Financial Services. Matt Heine, director of distribution and marketing at netwealth, said the firm bought Bridgeport to broaden its distribution to financial ... |
| | | | ... have also been de-listed from its managed fund menu. According to netwealth director of distribution and marketing Matt Heine, the changes were implemented following the feedback of its advisers. "The main criteria we look at when adding a fund, is adviser ... |
| | | | ... largest independent investment platforms in the UK with over 90 retail fund managers and roughly 1,200 funds. Locally, Matt Heine, director of distribution and marketing at netwealth Investments, said most investors still have a lot parked in cash but ... |
| | | | ... to be included on the Investor Rewards Program, with a finalised list of managers expected at the end of this month. Matt Heine, netwealth director of distribution and marketing, said the Investor Rewards Program allowed investors to choose from a wider ... |
| | | | ... substantial drop in funds under management netwealth has continued to expand," the firm's statement said. In addition, Matt Heine, netwealth director of marketing and distribution, attributed the increase funds under management in their multi-manager ... |
| | | | ... review. AIG's retail offering will also be rolled out later in the year for netwealth's wrap service and SMSF clients. Matt Heine, director of distribution and marketing, said, "The key selection criteria we focused on were premiums, policy flexibility ... |
| | | | ... portfolios, adding standard and term allocated pensions and the new category of transition to retirement allocated pensions. Matt Heine, director distribution and marketing at netwealth, said for advisers they have also enhanced the insurance commission ... |
| | | | ... Australia Trustees for 18 months and prior to that used services from AXA. Netwealth director of distribution and marketing Matt Heine said the shift was part of a long term plan by Netwealth to bring the full range of services of the group inhouse as ... |
|