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MATT HEINE
Financial planning
Two months after reporting its highest-ever quarterly growth, Netwealth announced it has passed $100 billion in funds under administration. ...
Funds management
The investment platform saw its highest-ever quarterly rise in funds under administration over the September quarter, as it also provides an M&A update....
Financial planning
Netwealth has seen a “strong start to the year” with FUA up 25 per cent and is hopeful of the AMP advice divestment bringing new clients to the platform....
Financial planning
The investment platform has released a suite of improvements for its users, designed to enhance adviser efficiency and optimise client engagement....
Financial planning
The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...
Financial planning
In its half-yearly results, Netwealth’s FUA has risen to $78 billion with net inflows of $9.5 billion, largely underpinned by a new cohort of financial advisers adopting ...
Financial planning
Initiatives taken by Netwealth to stem outflows earlier in the year have helped the firm in the last quarter as December saw its highest inflows in 10 months....
Financial planning
Netwealth CEO, Matt Heine, has identified financial advice as one of six areas he believes will be beneficiaries of the growth in artificial intelligence....
Financial planning
The platform has reported outflows of $2.6 billion in September, which it has chalked up to cyclical challenges in the macro-economic environment. ...
Financial planning
After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....
People & Products
Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a c...
Features
With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...
Features
Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....
Financial planning
Almost half of advisable millennial Australians say digital capability is in their top three reasons for choosing an advice firm despite only one-quarter of advice busine...
Financial planning
Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....