Search ResultsShowing 1 - 10 of 11 results for "Midwinter Financial Services"
Industry fund finds new advice tech partner
JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... 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. It is also using ...
Padua founder takes on new role
ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
... and head of technical services at Advance Asset Management. He is also a former co-owner at Midwinter Financial Services. Commenting on his return, Matt Esler said: "Padua is really challenging the way financial advice has traditionally been ...
Advice licensees must think digital
DARREN SNYDER  |  THURSDAY, 9 FEB 2017
... with the amount of education they were receiving from their licensee. The research, conducted by Midwinter Financial Services and Jenesis Consulting, also found a correlation between advisers with social media policies and those that understand ...
FPA makes key policy and membership appointments
KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... previously headed the technical services divisions at institutions including Asteron Life, Midwinter Financial Services and Zurich. He has over 10 years' of policy experience and will focus on promoting the interests of members and consumers ...
Midwinter makes hire ahead of product launch
LAURA MILLAN  |  THURSDAY, 26 NOV 2015
Midwinter Financial Services has appointed a senior business development manager of enterprise ahead of the release of its new software. Esther Moseley has 15 years of experience within the financial planning space and has specialised in financial ...
Advice licensee uses tech to bypass paraplanning
DARREN SNYDER  |  THURSDAY, 6 AUG 2015
... guarantees SSFS will always be using enhancements and upgrades as soon as they are released. Midwinter Financial Services managing director, Julian Plummer, said the partnership will see SSFS have a paperless office that will shift it from ...
Midwinter pairs AdviceOS with online accounting platform
MARK SMITH  |  WEDNESDAY, 27 NOV 2013
Midwinter Financial Services has integrated its recently launched AdviceOS financial planning software with online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to ...
Planning software not ready for FoFA opt-in hurdle
MARK SMITH  |  MONDAY, 27 MAY 2013
... they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey , Midwinter asked 320 financial planners from more than 70 licensees a number of ...
Midwinter's Esler joins Ibbotson Associates
ELISE BURGESS  |  TUESDAY, 22 NOV 2011
... Prior to joining Ibbotson, Esler was executive director, strategy and technical services for Midwinter Financial Services, where he remains a non-executive director. Esler was also head of technical for Advance Asset Management and technical ...
Midwinter executive restructure
ELISE BURGESS  |  WEDNESDAY, 16 NOV 2011
Midwinter Financial Services executive team has been restructured, with new heads appointed for technical services, distribution and director of Midwinter Advice Solutions. Non-executive director of Midwinter Financial Services, Matthew Esler, has ...
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