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| | ... flow by aggregating client transactions from linked bank accounts," Midwinter Financial Services managing director Julian Plummer said. "Cashbook aligns client transactions to a chart of accounts that can be later overridden or commented on by the client ... |
| | | ... different client portal experience to those clients that are young families under 30," Midwinter managing director Julian Plummer said. "We believe that the 'client story' functionality will only increase the levels of client engagement within the advice ... |
| | | ... have calculators and we realised that there wasn't anything similar for advisers," Midwinter managing director Julian Plummer said. The software offers the possibility of the head office of the dealer group to monitor adviser activity, as well as advisers ... |
| | | ... clients. This is no easy task for planners and can be extremely time intensive," said Midwinter managing director Julian Plummer. "With the inevitable impact that the new requirements will have on running a successful advice business, the more influence ... |
| | | ... difficult time for financial planners due to the large amount of uncertainty surrounding announced legislation," said Julian Plummer, managing director, Midwinter. "The uncertainty is compounded with the Liberals announcing that they will revoke some ... |
| | | ... optimistic the next shadow shop will show industry improvement under such areas," Klipin told Financial Standard. Julian Plummer, Midwinter managing director said that flaws in the advice system were evident with advisers relying too heavily on certain ... |
| | | ... enabled us to put in place appropriate measures, particularly with the appointments of Peter and Dimitri," said Julian Plummer, Midwinter managing director. "We thank Matthew for his contribution as an executive and look forward to continuing to work ... |
| | | ... decision to buy the software, it isn't mandated a lot by dealer groups, which I think puts it in a favourable light," Julian Plummer, managing director, Midwinter, told Financial Standard. Investment Trends also used a new metric, a net promoter score ... |
| | | ... an adviser to understand and historically an advisers would have to go an set them all up for themselves," said Julian Plummer, managing director, Midwinter. "However, in our CRM we would set the data feed up for them so they don't need that technical/IT ... |
| | | ... assume responsibility for key relationships and managing the growth of Midwinter's technical services expertise. Julian Plummer, Midwinter managing director, said Esler's appointment was a key milestone in the strategic direction of the business. "Matt ... |
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