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Showing 11 - 20 of 44 results for %22Midwinter Financial Services%22

UK drags Bravura performance

KARREN VERGARA  |  THURSDAY, 25 FEB 2021
... administration unit's revenue declined 8% to $40.5 million. Over the period, the firm announced some wins. It acquired Midwinter, Delta Financial Systems and FinoComp, and signed a contract with Aware Super. Bravura also signed six new or renewed ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... financial advisers. Andrew Whelan has joined WealthO2 as chief distribution officer. Whelan came from Bravura subsidiary Midwinter where he led the sales, marketing and distribution teams for over a year. Prior to Midwinter, he was as director of adviser ...

Industry fund sees 252% increase in digital advice use

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
... super and achieve their best-possible retirement outcomes." Rest began rolling out digital advice tools in 2017, with Midwinter providing the technology. The fund now has three digital intra-fund advice services - investment choice, insurance needs and ...

Midwinter expands advice software business

ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
Midwinter Financial Services has announced three new appointments as it expands its advice software business. The appointments are across its sales, marketing and customer service functions of the cloud-based software business. Andrew Whelan was appointed ...

Bravura signs with major fund administrator

ELIZABETH MCARTHUR  |  THURSDAY, 3 OCT 2019
... ambitions to drive change and shape the funds landscape in Australia." In August, Bravura acquired Midwinter Financial Services for a total consideration of $50 million. The deal opened an avenue for growth in Australia, the UK and other regions where ...

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... million. For a total consideration of $50 million, Bravura has entered into an agreement to acquire Midwinter Financial Services, one of the leading providers of financial planning software to the Australian advice market. The announcement follows attempts ...

YTML expands team, signs new client

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
Fintech YTML is expanding its team, welcoming Midwinter's former general manager of distribution to the fold. Helen Thom joins YTML as head of distribution, adding more than 20 years' experience in the financial services industry. Thom joins from Ignition ...

Midwinter appoints new chief executive

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
Jeffrey Hall has been appointed as Midwinter chief executive, joining the company after about seven years as a director in EY's wealth and asset management arm. Midwinter said Hall's appointment followed an active search for additional "executive presence" ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... planning technology firm as part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance face-to-face and phone-based financial advice services. It is also using ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... to deliver scaled advice, bringing huge efficiency gains," PractiFI chief executive Glenn Elliott said at the time. Midwinter entered into a strategic partnership with PractiFI in October last year to integrate its flagship digital advice platform, AdviceOS. ...