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Showing 71 - 80 of 95 results for "Matt Heine"

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 ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
... portfolios for some time. Commenting on the addition of the Peters MacGregor Global Fund, netwealth executive director Matt Heine said: "We are committed to providing unbiased access to specialist boutique managers across all asset classes. There is ...

Zurich enters netwealth platform

LAURA MILLAN  |  TUESDAY, 16 JUL 2013
... our members and investors with choice not available elsewhere in the platform market," netwealth executive director Matt Heine said. Heine mentioned Zurich's focus on technology and on key market segments as one of the main reasons behind the partnership. ...

UBS Global AM picked for three netwealth funds

STAFF REPORTER  |  MONDAY, 29 OCT 2012
... investors and super members more than just a range of low cost diversified funds," said netwealth executive director, Matt Heine. "they aim to deliver a solution that can react and respond to, as well as benefit from changing market conditions," he s ...

Next-gen platforms cater for wealth management renaissance

ALEX DUNNIN  |  MONDAY, 22 OCT 2012
... enhanced technology capability to not only develop more innovative products, but also to become much more efficient, said Matt Heine, executive director at the boutique platform, advice and technology group, netwealth. For example, netwealth has redesigned ...

netwealth launches global trading on platforms

MELANIE TIMBRELL  |  THURSDAY, 4 OCT 2012
... shares that comprise the indices from 10 exchanges globally including New York, London, Europe, Hong Kong and Japan. Matt Heine, executive director at netwealth said the service meets a key requirement of the private bank and high net worth market and ...

netwealth adds TAL Accelerated Protection to LifeWrap

MARK STORY  |  MONDAY, 10 SEP 2012
... platform where they can service their clients' investments and super needs, along with their life insurance requirements. Matt Heine, executive director of netwealth said the addition of TAL is a major enhancement, allowing greater choice, strategy and ...