Search ResultsShowing 1 - 10 of 60 results for "Midwinter"
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking for better tools to facilitate better collaboration during face-to-face meetings, with ...
Midwinter acquires InvestmentLink
ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
Midwinter announced changes to its leadership team after completing the acquisition of financial planning software provider InvestmentLink. InvestmentLink contains over 4.4 million client accounts across 300 superannuation and managed funds. It has ...
YTML expands team, signs new client
ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
Fintech YTML is expanding its team, welcoming Midwinter's former general manager of distribution to the fold. Helen Thom joins YTML as head of distribution, adding more than 20 years' experience in the financial services industry. Thom joins from ...
Midwinter appoints new chief executive
HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
Jeffrey Hall has been appointed as Midwinter chief executive, joining the company after about seven years as a director in EY's wealth and asset management arm. Midwinter said Hall's appointment followed an active search for additional "executive ...
Industry fund finds new advice tech partner
JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... a financial planning technology firm as part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance face-to-face and phone-based financial advice services. ...
Practifi continues growth trajectory
JAMIE WILLIAMSON  |  TUESDAY, 6 NOV 2018
... "This partnership makes proactive compliance management a reality." Earlier this year Practifi also partnered with Midwinter and received funding to launch in the US. After winning its first US client earlier this year, the firm will establish an ...
Open APIs old news: Midwinter
HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
Fintechs not supporting open APIs won't be around in five years' time, according to a Midwinter executive. Midwinter chief technology officer and executive director Andrew McClelland believes open application programming interfaces (APIs) are now a ...
PractiFI opens US office
KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... to deliver scaled advice, bringing huge efficiency gains," PractiFI chief executive Glenn Elliott said at the time. Midwinter entered into a strategic partnership with PractiFI in October last year to integrate its flagship digital advice platform ...
Wealth fintech strengthens leadership
HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
A digital advice provider has appointed a Midwinter general manager to lead a growing and global distribution network. Joining Ignition Wealth as head of sales is Helen Thom. She was most recently Midwinter's general manager of distribution. ...
Wealth manager reviews software provider
JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of ...
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