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Showing 11 - 20 of 101 results for "Matt Heine"

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... reflect the larger opportunity on offer to the whole wealth management industry," suggests Netwealth's managing director Matt Heine. Heine said the white paper provided valuable insights into the investment habits and wealth needs of women in Australia. ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... super and investment accounts is a critical part of their daily activities," explained Netwealth managing director Matt Heine. "From monitoring corporate actions to ensuring there is enough monies in client accounts, to paying for ongoing insurances ...

4.3m Australians invest responsibly: Report

CASSANDRA BALDINI  |  MONDAY, 24 OCT 2022
... companies that have more sustainable business models, practices and products or services," Netwealth managing director Matt Heine said. "The real challenge for advisers and the industry as a whole is to clearly demonstrate and quantify the positive impact ...

Netwealth FUA sits at $58bn

JAMIE WILLIAMSON  |  THURSDAY, 13 OCT 2022
... August, Netwealth announced that Michael Heine would be stepping back from day-to-day management of the business, making Matt Heine sole managing director. The news came as part of the group's annual results. Netwealth reported record inflows of ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... technology with over half 57.8% having a clear map of the technology road ahead. Netwealth joint managing director Matt Heine said explained the technologies listed as "ones to watch out for." The report said 30.4% of firms have adopted client portal ...

Michael Heine steps back at Netwealth

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
Effective October 1, Matt Heine will become the sole managing director of Netwealth, as his father steps back from day-to-day management. The news came as part of Netwealth's results announcement this morning, with Netwealth saying Michael Heine ...

Netwealth proposes merger with Praemium

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
... proposition for existing and future clients and for shareholders of both groups," Netwealth joint managing director Matt Heine said. "The proposed transaction would ensure that the combined group can continue to lead the industry in net funds flow, technology ...

Netwealth hires head of investment solutions

JAMIE WILLIAMSON  |  WEDNESDAY, 11 AUG 2021
... business was recently acquired by Yarra Capital. In a statement to Financial Standard, Netwealth joint managing director Matt Heine said: "We are really pleased Naomi has joined the team as we focus on growing our asset management and managed account ...

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
... 350 users. The partnership between Netwealth and ProductRex went live on July 27. Netwealth joint managing director Matt Heine said: "We've always been passionate about fintech and ProductRex is a fantastic initiative which has received great feedback ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... their client experience to rival many new and disruptive digital wealth businesses," Netwealth joint managing director Matt Heine said. The app came after the 2021 Netwealth AdviceTech Report which found two in five advisers that use client portals benefited ...