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Showing 51 - 60 of 101 results for "Matt Heine"

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 ...

Netwealth partners for new private label

JAMIE WILLIAMSON | MONDAY, 5 DEC 2016

... Brown is the latest group to partner with the managed accounts provider, in what Netwealth joint managing director Matt Heine described as evidence of the "strong managed account momentum continuing." "Increasingly, advisers are wanting an efficient ...

Netwealth partners for new private label

JAMIE WILLIAMSON | THURSDAY, 10 NOV 2016

... ability to effectively react to changing market conditions and managing downside risk." Netwealth joint-managing director Matt Heine said Netwealth has been working with Cardena for some time and are pleased with the offering. "Historically the implementation ...

Netwealth introduces global managed account solution

JAMIE WILLIAMSON | FRIDAY, 23 SEP 2016

... ensuring highly efficient, robust and cost effective execution and account management," netwealth managing director Matt Heine said. Arnhem managing partner, George Clapham, said the firm is excited to be partnering with netwealth to offer the high conviction ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON | SUNDAY, 11 SEP 2016

... Christian Ryan, Securinvest Financial Planning's Craig Thwaites and Lukasz de Pourtaix from Lonsec joined netwealth's Matt Heine to discuss how managed accounts are accelerating the growth of the financial advice industry. Those in attendance also heard ...

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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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