The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 71 - 80 of 101 results for "Matt Heine"

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.

Better use of client information essential to adviser success

LAURA MILLAN | THURSDAY, 31 JUL 2014

... clients than almost any other industry and they should be using it to improve their service, netwealth executive director Matt Heine said. "Throughout the fact finding process we collect more information than any other industry, but we barely use it," ...

Managed accounts take-up jump 63%: survey

STAFF WRITER | TUESDAY, 6 MAY 2014

... last six months, one in every two discussion we have with financial advisers would be around managed accounts," said Matt Heine, executive director at netwealth. Around 900 dealer groups participated in the survey.

netwealth to launch managed account service by Q3

LAURA MILLAN | THURSDAY, 1 MAY 2014

... list (APL) and it will be available through the group's wrap and superannuation products. netweatlh executive director Matt Heine said during the group's yearly update that one in two conversations with advisers in the past six months have been around ...

netwealth appoints head of investment and research

LAURA MILLAN | TUESDAY, 29 APR 2014

... research at IOOF. "I think he's looking forward to getting back to the platform game," netwealth executive director Matt Heine said. O'Connor will be looking after netwealth's research, its model portfolios, the Global Specialist Series (GSS) managed ...

PAGE:

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.

Videos

Brought to you by

Maintaining a fundamental focus in a world obsessed with the short term

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

The market has changed. The opportunity hasn't.

Follow the leaders

Strength amid noise

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE