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Showing 11 - 19 of 19 results for "Midwinter Financial Services"

Advice licensees must think digital

DARREN SNYDER  |  THURSDAY, 9 FEB 2017
... with the amount of education they were receiving from their licensee. The research, conducted by Midwinter Financial Services and Jenesis Consulting, also found a correlation between advisers with social media policies and those that understand RG234 ...

FPA makes key policy and membership appointments

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... Diamantes previously headed the technical services divisions at institutions including Asteron Life, Midwinter Financial Services and Zurich. He has over 10 years' of policy experience and will focus on promoting the interests of members and consumers ...

Midwinter makes hire ahead of product launch

LAURA MILLAN  |  THURSDAY, 26 NOV 2015
Midwinter Financial Services has appointed a senior business development manager of enterprise ahead of the release of its new software. Esther Moseley has 15 years of experience within the financial planning space and has specialised in financial planning ...

Advice licensee uses tech to bypass paraplanning

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
... This guarantees SSFS will always be using enhancements and upgrades as soon as they are released. Midwinter Financial Services managing director, Julian Plummer, said the partnership will see SSFS have a paperless office that will shift it from pre-internet ...

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
Midwinter Financial Services has integrated its recently launched AdviceOS financial planning software with online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
... which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter asked 320 financial planners from more than 70 licensees a number ...

Midwinter's Esler joins Ibbotson Associates

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
... practices Prior to joining Ibbotson, Esler was executive director, strategy and technical services for Midwinter Financial Services, where he remains a non-executive director. Esler was also head of technical for Advance Asset Management and technical ...

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 ...

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 ...
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