Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 44 results for %22Midwinter Financial Services%22

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 ...

Padua appoints general manager, sales

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... 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 ...

CountPlus takes stake in WSC Group

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

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
... 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. ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
... 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 appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 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 ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... 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 ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... 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 integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
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 ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... 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 ...
PAGE:
1
PREVIOUS
NEXT