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Showing 1 - 10 of 82 results for "Matt Heine"

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... their client experience to rival many new and disruptive digital wealth businesses," Netwealth joint managing director Matt Heine said. The app came after the 2021 Netwealth AdviceTech Report which found two in five advisers that use client portals benefited ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... competitors will, and you won't be able to compete effectively in all segments," Garett said. Netwealth chief executive Matt Heine believes robo can benefit advisers in maintaining relationships with clients in the one family. "The intergenerational ...

Netwealth appoints international custodian

KANIKA SOOD  |  TUESDAY, 29 SEP 2020
... strengths to help in our aim to be the most comprehensive wealth platform in Australia," Netwealth joint managing director Matt Heine said. Citi Australia said it is looking to add over 20 custody clients and employees in the next 12 months, as Royal ...

Netwealth takes stake in Aussie fintech

ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
... which in turn reduces the amount of technology systems advice firms need to use. Netwealth joint managing director Matt Heine said a key element of Netwealth's strategy is to enrich data which underpins its current and future technology. "From our ...

Heine family sells Netwealth shares

KANIKA SOOD  |  THURSDAY, 27 AUG 2020
... Yesterday's sell down translates into payouts of about $24.3 million for Michael Heine and about $12 million for Matt Heine, who work together as joint managing directors of Netwealth. The share of Michael Heine's other son, Nick Heine, who is ...

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
... however 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 ...
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