Search Results | Showing 1 - 10 of 44 results for %22Midwinter Financial Services%22 |
| | 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 ... |
| | | ... 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 McCann. A statement explained ... |
| | | ... Acquisitions aside, in June, Count Financial also bolstered its technological capabilities, partnering with Midwinter Financial Services for its financial advice software. |
| | | ... Solutions' advice technology division hired a chief technology officer from Integrity Life. Fraser Hamilton joined Midwinter as chief technology officer, taking over from Andrew McClelland who is stepping back to focus on the group's strategic initiatives. ... |
| | | ... done faster. myprosperity has already established integrations with other platforms including Xero, FYI, BGL, Xplan and Midwinter. The firm has more than 55,000 households onboard to connect with financial professionals. Since the beginning of 2021 ... |
| | | Midwinter Financial Services has appointed a new head of product, nabbing a former leader within AMP's advice business. Andrew Zietara has joined Midwinter as head of product. Zietara joins Midwinter from capital market technology solution provider ... |
| | | ... Australia: Brains vs. Brawns. Prior to Count Financial, he worked at Total Financial Solutions, Ibbotson Associates and Midwinter. PADUA, which provides advisers outsourced paraplanning and transition services, recently named a new chair in Amaysim founder ... |
| | | ... new chief commercial officer from AMP and announced that its chief operating officer has exited. Steve Davison joins Midwinter as chief commercial officer, finishing up at AMP after almost eight years in December 2020 where he served in senior roles ... |
| | | Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ... |
| | | ... revealed foreign firms gaining dominance over the Australian advice tech industry. The acquisition of AdviserLogic, Midwinter and Coin are most recent examples. "Local advice tech developers are focused on lifting practice efficiency and anticipating ... |
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