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Showing 91 - 98 of 98 results for "Midwinter"

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 been ...

Dealer groups compete for planners: survey

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
... their own ranks, according to an industry survey, which also rated planner opinions on the handling of reforms. The Midwinter 2011 Dealer Group Survey, which surveyed over 450 financial planners from over 70 licensees, found the majority of respondents ...

Planning software's big five rated

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
... also increased its market share from 20% to 23% of planners using it as their main planning software while independent Midwinter rose from 4% to 7%. MLC's AdviserCentral remained unchanged with 4% of the market while IRESS' other software platform, VisiPlan ...

REITS, cash, equities the safe bet

ELISE BURGESS  |  FRIDAY, 2 SEP 2011
... Australian REITS, cash products and equities have all been picked as the safest investment choices for advisers at the Midwinter Adviser Roadshow in Sydney this morning. Daniel Needham, managing director for Ibbotson Associates, told 380 delegates that ...

Midwinter voted the planners choice

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
For the third consecutive year, Midwinter has been voted first for planner satisfaction in the latest Investment Trends report, in a year when the group expanded to 15% market share. Released today, the Investment Trends 2011 Planner Technology Report ...

Midwinter takes on Coin, Xplan

ELISE BURGESS  |  MONDAY, 16 MAY 2011
Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for ...

Market Wrap - Morning

AAP  |  TUESDAY, 30 OCT 2007
... corporate front, Perpetual Ltd, ASX Ltd, Sydney Attractions Group and JB Hi Fi all hold their annual general meetings Midwinter Resources NL will list on the Australian stock exchange, in Perth at 1330 AEDT. The Australian stock market yesterday closed ...

Midwinter appoints ex-Advance head of technical

HAMISH MADDEN  |  FRIDAY, 20 APR 2007
Financial planning software provider Midwinter Financial Services has appointed the former head of technical services at Advance Asset Management as their new general manager of strategy and technical services. Matthew Esler left Advance last year and ...