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Showing 61 - 70 of 95 results for "Matt Heine"

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... application without re-keying information, and then send for a client's e-signature without the need to print anything. Matt Heine, joint managing director of netwealth, said this solves one of the most common issues experienced by advisers and their ...

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
... encourage clients to save up sooner rather than later. "Procrastination is the greatest killer of value," said Bell. Matt Heine, joint managing director at netwealth, challenged the audience to rethink how they assess their clients' investment needs ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
... August launch this year. "We are delighted to be able to further strengthen our relationship with HNW Planning," said Matt Heine, joint managing director of netwealth. For more articles on managed accounts, go to www.fsmanagedaccounts.com.au.

Netwealth launches first private label MA

STAFF WRITER  |  WEDNESDAY, 29 JUL 2015
... which we believe is a reflection of our clear focus on delivering great technology," netwealth joint managing director Matt Heine said. Check the special report on managed accounts here. Brought to you by netwealth.

Netwealth launches multi asset MDA

LAURA MILLAN  |  TUESDAY, 14 APR 2015
... in their account and to transfer them in and out of the selected model any time. Netwealth joint managing director Matt Heine told Financial Standard that the provider will be "expanding and finalising contracts with a number of managers in the coming ...

Netwealth launches global stocks trading service

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
... now provide their clients with a more diverse range of stocks, ETFs or sectors," netwealth joint managing director Matt Heine said. The service allows netwealth's Australian clients to invest in stocks on NYSE (USA), NASDAQ (USA), LSE (United Kingdom) ...

Netwealth appoints joint managing director

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... Group has appointed a joint managing director that will share responsibilities with managing director Michael Heine. Matt Heine was previously executive director and has now been appointed joint managing director, with responsibilities over the business' ...

Netwealth rebates nearly $4m in fees

MARK SMITH  |  WEDNESDAY, 19 NOV 2014
... our investors and members with more than half of this in the last financial year alone," netwealth executive director Matt Heine said. "We introduced these additional savings around the same time as launching our Super and Wealth Accelerator products ...

Netwealth grows distribution team with new hires

LAURA MILLAN  |  WEDNESDAY, 17 SEP 2014
... and have already increased FUM by $400m in the first quarter of this financial year," netwealth executive director Matt Heine said. "The experience of the new members, in addition to the quality and depth of their existing adviser and licensee networks ...

Netwealth brings portfolio management tool in-house

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... environment where clients are demanding greater access to information in more engaging ways," netwealth executive director Matt Heine said. The online portfolio tools are adapted to mobile and tablet platforms.