Search Results | Showing 11 - 20 of 92 results for "Midwinter" |
| | 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 ... |
| | | ... 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 ... |
| | | ... 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 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 ... |
| | | ... 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 ... |
| | | ... continuing to accelerate our efforts to support advisers and their clients." Gower was previously head of product at Midwinter. Prior to that, he was general manager - product at CCUBE Integrated Wealth. "In these changing times, advisers need someone ... |
| | | ... 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 ... |
| | | ... executives to its board. Jeff Hall will join the Lumiant board as a director after finishing up as chief operating officer of Midwinter in April. Hall's new role will oversee Lumiant's commercial and operational direction. David Haintz joins Lumiant ... |
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