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Showing 61 - 70 of 102 results for "Matt Heine"

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 ...

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.

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Former chief financial officer at Rest returns in new role

VINNY VUCAGO | 11:16AM

Rest is welcoming back it's former chief financial officer as its inaugural chief commercial officer.

Macquarie chair provides 'cautious' outlook at AGM

ELIZA BAVIN | 12:36PM

Macquarie Group has provided its first quarter update at its AGM, with outgoing chief executive Shemara Wikramanayake describing trading conditions as "satisfactory".

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI | 12:36PM

Generation Development Group has reported strong growth to the year ending June 30.

Aussie Olympian's brother sentenced over crypto scam

RIDDHIMA TALWANI | 12:30PM

The brother of Australian breakdancing Olympian 'Raygun' has been sentenced 12 months' imprisonment for his role in a global cryptocurrency scam.

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