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Showing 41 - 50 of 95 results for "Matt Heine"

Netwealth expands managed accounts offering

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... increase of 24.5%. Overall, Netwealth has amassed $756.5 million in the same period. Netwealth joint managing director Matt Heine said the growth reflected the success of its managed account and platform technology. "We've had a solid start to the financial ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development Jessica Brady, Netwealth's Matt Heine and futurist Anders Sorman-Nilsson - overwhelmingly supported the need for advisers to shift away from being technical ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... menu to ensure the range of options remain relevant to both advisers and clients," Netwealth joint managing director Matt Heine said. Elston is pleased to be working with Netwealth to deliver better outcomes for investors. "We're very pleased to be able ...

Netwealth celebrates managed accounts surge

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... successful transition of the Russell IQ Wealth and Super platform across to Netwealth," Netwealth joint managing director Matt Heine said. Heine said Netwealth's key focus is always to help clients access the best wealth management solutions while also ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... advisers believe technology has the ability to improve consumer perceptions of advice. Netwealth joint managing director Matt Heine said technology can be used to improve the provision of advice. "This report allows advisers to compare and assess their ...

Netwealth adds multi-asset and equity solutions

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2017
... Futuro clients will benefit from the investment expertise of Joseph Palmer & Sons, Netwealth joint managing director Matt Heine said. "We have had a long-term partnership with Futuro, which we are delighted to extend further with the development of the ...

Netwealth backing financial literacy in schools

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
... virtual natural disaster triggered by the teacher, or even contribute to superannuation. Netwealth co-managing director Matt Heine said the project is an extension of the platform provider's own purpose. "Netwealth was created to provide investors and ...

Russell Investments and Netwealth strike platform deal

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... to term deposits, an integrated cash option and a number of insurance solutions. Netwealth joint managing director Matt Heine described it as a compelling offer for the Australian independent financial adviser (IFA) market. "The new platform combines ...

Australian Unity partners for managed account solution

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... the use of a combination of both active and passive managed funds," Mitchell said. Netwealth joint managing director Matt Heine said: "Netwealth is delighted to further strengthen its relationship with Australian Unity with a managed account that offers ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... including greater business efficiency but more importantly, better client outcomes," Netwealth joint-managing director Matt Heine Heine said. "Securivest also benefit from the investment expertise of Zenith Investment Partners who continue to work closely ...