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Showing 31 - 40 of 101 results for "Matt Heine"

Netwealth FUA, adviser numbers rise

KARREN VERGARA | MONDAY, 19 AUG 2019

... platforms continued to increase. About 75% of net inflows came from existing adviser clients. Joint managing directors Matt Heine and Michael Heine flagged that the firm is focused on expanding its whole-of-wealth solution to affluent, high-net-worth ...

Scaled advice tools on the rise

ELIZABETH MCARTHUR | THURSDAY, 4 JUL 2019

... no surprise that advice firms are embracing scaled advice to help achieve this," Netwealth joint managing director Matt Heine said. Further, Netwealth found that the most successful advice businesses used technology to focus on growth and improve efficiency. ...

Netwealth opens new office, grows team

ELIZABETH MCARTHUR | MONDAY, 29 APR 2019

... Life. Prior to that, he was business development manager at the company for 11 years. Netwealth joint managing director Matt Heine commented on the South Australian expansion and Dwyer's appointment in a statement. "We are fortunate to be experiencing ...

Netwealth releases adviser toolkit

KANIKA SOOD | FRIDAY, 5 OCT 2018

... shoes of clients through team activities, the platform business said in a statement. Netwealth joint managing director Matt Heine said continuous innovation is more important than ever as consumer expectations continue to change as they demand the same ...

Netwealth hires from BTFG

KANIKA SOOD | FRIDAY, 21 SEP 2018

... adviser and dealer group relationships and promoting Netwealth to the broader market. Netwealth joint managing director Matt Heine said: "We are fortunate to be experiencing significant growth at the moment and are very focused on ensuring we attract ...

Financial services executives in the money

JAMIE WILLIAMSON | FRIDAY, 13 JUL 2018

... successful IPO and 41% increase in funds under administration, the last 12 months has seen Netwealth's Michael and Matt Heine named among Australia's richest executives. Netwealth joint managing directors Michael and Matt Heine have each secured a spot ...

Advisers still resistant to social media

JAMIE WILLIAMSON | THURSDAY, 31 MAY 2018

... consider our customers engage online every day with Facebook, Google and Amazon," Netwealth joint managing director Matt Heine said. "Our new competitors are not other advice practices or financial institutions, but customer-obsessed tech companies. ...

Netwealth affirms value of financial literacy

HARRISON WORLEY | WEDNESDAY, 23 MAY 2018

... understanding as to what things actually cost given the more virtual nature of money. Netwealth joint managing director Matt Heine highlighted that the practical applications Banqer provides means children are learning about personal finance through ...

Netwealth sells Pathway

JAMIE WILLIAMSON | FRIDAY, 13 APR 2018

... April. The platform provider confirmed the sale in a quarterly update to the ASX. Netwealth joint managing director Matt Heine said it was important for Netwealth that Pathway was sold to an organisation focused on and aligned to the core advice technology ...

Netwealth partners for engagement

JAMIE WILLIAMSON | FRIDAY, 9 MAR 2018

... create a more open and integrated experience for advisers and their clients, with Netwealth joint managing director Matt Heine saying both Netwealth and myprosperity are committed to fostering an open ecosystem. "We work with a large number of advisors ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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