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Showing 1 - 10 of 92 results for %22Midwinter%22

GBST raids SS&C for APAC head

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... business growth," GBST said. Hall has been with SS&C since July 2021, prior to which he served as chief operating officer, Midwinter at Bravura Solutions following Midwinter's acquisition. Previously he was the tech firm's chief executive. Over the years ...

HUB24 unit Class hires ops manager

ELIZABETH FRY  |  FRIDAY, 1 SEP 2023
... superannuation fund sector, where she previously held the head of technical role at SuperIQ. She held the same role at IOOF. Midwinter and Smartsuper. Class chief executive Tim Steele said: "Leading our newly established operations function that brings ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
Midwinter Financial Services (Midwinter) will work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... Asgard platforms across Queensland. He has been at BT for more than 14 years and in the past worked in sales roles at Midwinter, Mariner Financial and AXA. Brown is now responsible for overseeing a distribution team of 70 and growing BT Panorama. He ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... she landed on are digital product advice, hybrid product advice, digital personal advice, and hybrid personal advice. Midwinter also welcomed the review's proposal to remove the requirement to provide an SOA and allow advisers to provide advice in ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
Midwinter has extended its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. Advisers using Midwinter's financial advice software can now access the interactive tool to assist their clients in ...

Padua appoints general manager, sales

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... manager. Prior to that, he was the national sales manager at Morningstar and business development manager NSW and WA for Midwinter Financial Services. He will work alongside its head of sales and distribution Brett Canning and head of advice sales Joey ...

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... joined. Acquisitions aside, in June, Count Financial also bolstered its technological capabilities, partnering with Midwinter Financial Services for its financial advice software.

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
... adviser network. Following a four-month pilot program during which some of the licensee's flagship practices trialled Midwinter 's software with overwhelmingly positive feedback, Count selected Midwinter due to its strong client engagement tools ...

Advice Revolution appoints head of sales

CHLOE WALKER  |  MONDAY, 11 APR 2022
... the Advice Revolution team as its new head of sales. Previously, Thom held roles as general manager of distribution at Midwinter and head of distribution at YTML Group (ROAR Software). She was also previously head of sales at Ignition Advice, worked ...
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