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Showing 41 - 50 of 92 results for "Midwinter"

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
A digital advice provider has appointed a Midwinter general manager to lead a growing and global distribution network. Joining Ignition Wealth as head of sales is Helen Thom. She was most recently Midwinter's general manager of distribution. Formerly ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's ...

Advisers underprepared for cyber risk high-stakes

DARREN SNYDER  |  WEDNESDAY, 14 MAR 2018
... protection processes. This is a key finding in the latest industry survey from Kamino Cyber Security, a division of Midwinter. The October 2017 survey found 32% of respondents were aware of mandatory data breach notification laws which came into effect ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
Midwinter entered into a strategic partnership for a business platform specialising in the financial services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... your own media brand and in another room, experts discuss how to integrate fees into risk advice. Julian Plummer from Midwinter does a live hack, scaring the bejeesus out of the delegates in the room who are green to cybersecurity trends. #AFAau 12pm ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
Financial services technology provider Midwinter appointed a head of cyber security to assist in launching its new service providing cyber health checks to financial advisers and accountants. Joining from Commonwealth Bank, Edward Li will be responsible ...

Midwinter unveils new financial tool

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
... members can now estimate how salaries and super balances stack up against their neighbour's following the launch of Midwinter's AdviceOS calculators. Described as off-the-shelf configurable calculators, the tools can be used on the public websites of ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
Midwinter added a new life insurance software solutions provider to its advice operating system AdviceOS. Omnium's life risk research tool OmniLife has been integrated into AdviceOS to enable real-time flow of insurance premium product data to the AdviceOS ...

Padua founder takes on new role

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
... under the Morningstar brand) and head of technical services at Advance Asset Management. He is also a former co-owner at Midwinter Financial Services. Commenting on his return, Matt Esler said: "Padua is really challenging the way financial advice has ...

Advice licensees must think digital

DARREN SNYDER  |  THURSDAY, 9 FEB 2017
... 7.3% were satisfied 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 ...