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Showing 1 - 10 of 97 results for "Matt Heine"

Netwealth celebrates $100bn amid 25th anniversary

JAMIE WILLIAMSON | TUESDAY, 3 DEC 2024

... modern, intuitive and interactive interface that will support the next chapter of our growth," Netwealth chief executive Matt Heine said. Commenting on the anniversary, Heine said: "Twenty-five years ago, Netwealth was incorporated by our founder and ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN | THURSDAY, 10 OCT 2024

... various multi-national technology businesses, will drive Netwealth's continued success," Netwealth chief executive Matt Heine said. "I would also like to take this opportunity to pay tribute to and thank our retiring chief financial officer, Grant Boyle ...

Netwealth to distribute private markets offering

ANDREW MCKEAN | THURSDAY, 19 OCT 2023

... markets and hedge funds for financial advice firms and their wholesale clients in Australia. Netwealth managing director Matt Heine said that the partnership with iCapital will provide a unique private market offering to Australian investors, underscoring ...

Netwealth gears up to relaunch Core, market share expands

ANDREW MCKEAN | WEDNESDAY, 16 AUG 2023

... as per a Plan for Life analysis of wrap, platform, and master trust. Netwealth chief executive and managing director Matt Heine said: "We are excited to be relaunching an upgraded Core product next month, targeting cost-conscious investors who still ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON | FRIDAY, 30 JUN 2023

... automated rebalancing and Record of Advice functionality," Netwealth added. Commenting, Netwealth managing director Matt Heine said the enhancements were informed by its own findings that roughly one-third of a client's assets are held off platform. ...

Netwealth reports significant growth

ANDREW MCKEAN | WEDNESDAY, 15 FEB 2023

... corporate actions and account notifications, like minimum cash balances, Netwealth said. Netwealth managing director Matt Heine commented: "For advisers, staying on top of clients' super and investment accounts is a critical part of their daily activities." ...

Women the future of advice: Netwealth

CASSANDRA BALDINI | MONDAY, 13 FEB 2023

... reflect the larger opportunity on offer to the whole wealth management industry," suggests Netwealth's managing director Matt Heine. Heine said the white paper provided valuable insights into the investment habits and wealth needs of women in Australia. ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI | FRIDAY, 3 FEB 2023

... super and investment accounts is a critical part of their daily activities," explained Netwealth managing director Matt Heine. "From monitoring corporate actions to ensuring there is enough monies in client accounts, to paying for ongoing insurances ...

4.3m Australians invest responsibly: Report

CASSANDRA BALDINI | MONDAY, 24 OCT 2022

... companies that have more sustainable business models, practices and products or services," Netwealth managing director Matt Heine said. "The real challenge for advisers and the industry as a whole is to clearly demonstrate and quantify the positive impact ...

Netwealth FUA sits at $58bn

JAMIE WILLIAMSON | THURSDAY, 13 OCT 2022

... August, Netwealth announced that Michael Heine would be stepping back from day-to-day management of the business, making Matt Heine sole managing director. The news came as part of the group's annual results. Netwealth reported record inflows of ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

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'Chameleon ETFs': Still groundbreaking and here to stay?

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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