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Showing 61 - 70 of 101 results for "Matt Heine"

Netwealth enters fintech partnership

KERRIE SYDEE | WEDNESDAY, 7 SEP 2016

... recommendations for major US stocks, view consensus price targets and see trending stocks. Joint managing director at Netwealth, Matt Heine said: "We continue to focus on helping our clients see wealth differently. In addition to providing a huge amount ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON | WEDNESDAY, 7 SEP 2016

... panel session at the 2016 Financial Standard Managed Accounts Forum. The panel, mediated by netwealth managing director Matt Heine and featuring Beulah Capital's Christian Ryan, director of Securinvest Financial Planning Craig Thwaites and Lonsec Investment ...

Netwealth adds eighth private label managed account

MARK SMITH | MONDAY, 1 AUG 2016

... working with them to identify ways to enhance client outcomes and business efficiency," Netwealth joint managing director Matt Heine said. "The new private label managed account achieves many of these objectives and when combined with the expertise of ...

Multi-asset mandate reflects investment environment

DARREN SNYDER | TUESDAY, 5 JUL 2016

... Series and cover four risk profiles ranging from conservative through to high growth. Netwealth joint managing director Matt Heine said the firm's technology couple with Russell's multi-asset expertise is a compelling proposition. "With today's low returns ...

Two advice firms to get managed accounts

MARK SMITH | WEDNESDAY, 22 JUN 2016

... collectively advise clients representing in excess of $300 million in funds under management. Commenting on the launch, Matt Heine, joint managing director the $9 billion platform provider said: "We are really pleased to be working with Choice Capital ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR | FRIDAY, 6 MAY 2016

... working under the brand, including at its National Advice Group businesses, Pathway and Bridgeport Financial Services. Matt Heine, netwealth's joint managing director and one half of the father-son duo, expanded on the theme of digitisation in wealth ...

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.

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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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