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Search ResultsShowing 1 - 10 of 80 results for "Matt Heine"
Netwealth hits fund managers with new fee
KANIKA SOOD  |  FRIDAY, 31 JUL 2020
... Netwealth in rebate admin fee. The cost adds up if the manager offers multiple strategies. Netwealth managing director Matt Heine said the company typically doesn't discuss commercial agreements but confirmed the new fee applied all across the board. ...
Netwealth launches Milliman managed accounts
ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... It is simple and affordable, fits within their existing processes and provides a level of certainty for investors." Matt Heine, joint managing director of Netwealth said: "We are pleased to be working with Milliman and now offer their unique investment ...
Netwealth booms amid pandemic
ALLY SELBY  |  FRIDAY, 10 JUL 2020
... inflows of $3.3 billion and negative market movement for the year of $300 million. Netwealth joint managing director Matt Heine told Financial Standard that managed accounts continues to be a key driver of new business for the platform, as an increasing ...
Netwealth, Ironbark partner
ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
... flexibility to partner with Ironbark for RE and investment governance services," said Netwealth joint managing director Matt Heine. "By offering external RE to advice firms via Ironbark, Netwealth adds additional capacity to support different value propositions ...
Platforms maintain cash rate on RBA cut
ALLY SELBY  |  FRIDAY, 20 MAR 2020
... Netwealth amended its outlook for the full year to be between $116-120 million. Netwealth joint managing director Matt Heine told Financial Standard maintaining the cash rate at 0% would ensure the platform remains competitive. "Netwealth made the decision ...
Netwealth to tap growing HNW demand
HARRISON WORLEY  |  FRIDAY, 24 JAN 2020
... as it continues its shift towards a user-pays model. Speaking to Financial Standard , Netwealth managing director Matt Heine said the platform was focused on ensuring it had a range of user-pays options available on the platform, from those suited for ...
Netwealth FUA, adviser numbers rise
KARREN VERGARA  |  MONDAY, 19 AUG 2019
... platforms continued to increase. About 75% of net inflows came from existing adviser clients. Joint managing directors Matt Heine and Michael Heine flagged that the firm is focused on expanding its whole-of-wealth solution to affluent, high-net-worth ...
Scaled advice tools on the rise
ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
... no surprise that advice firms are embracing scaled advice to help achieve this," Netwealth joint managing director Matt Heine said. Further, Netwealth found that the most successful advice businesses used technology to focus on growth and improve efficiency. ...
Netwealth opens new office, grows team
ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
... Prior to that, he was business development manager at the company for 11 years. Netwealth joint managing director Matt Heine commented on the South Australian expansion and Dwyer's appointment in a statement. "We are fortunate to be experiencing significant ...
Netwealth releases adviser toolkit
KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... shoes of clients through team activities, the platform business said in a statement. Netwealth joint managing director Matt Heine said continuous innovation is more important than ever as consumer expectations continue to change as they demand the same ...
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