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Showing 11 - 20 of 98 results for "Midwinter"

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 ...

Midwinter scores AIA mandate

CHLOE WALKER  |  MONDAY, 21 MAR 2022
Midwinter's financial advice software has been chosen to underpin AIA's recently established advice business. The Sydney-based financial advice software company will support all aspects of AIA's Financial Wellbeing business, enabling efficient advice ...

Bravura names APAC managing director

JAMIE WILLIAMSON  |  TUESDAY, 22 FEB 2022
... Dunn to the role as it looks to scale its business in the region following increased demand for Sonata Alta and its Midwinter solutions. Dunn will also focus on accelerating existing opportunities in the market, Bravura said. Commenting on the appointment ...

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... practices are touching base with their best clients more than 10 times a year. Business Health owner Rod Bertino told a Midwinter event this morning that while there is no one correct answer, how often an adviser communicates depends on the client and ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
Midwinter has appointed a new head of advice sales this month, who spent nearly a decade at Challenger. Stacey Cowan finished up as the state manager for New South Wales and the Australian Capital Territory at Challenger in December to join Bravura's ...