Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 98 results for "Midwinter"

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
... with a financial 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. ...

Practifi continues growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 6 NOV 2018
... said. "This partnership makes proactive compliance management a reality." Earlier this year Practifi also partnered with Midwinter and received funding to launch in the US. After winning its first US client earlier this year, the firm will establish ...

Open APIs old news: Midwinter

HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
Fintechs not supporting open APIs won't be around in five years' time, according to a Midwinter executive. Midwinter chief technology officer and executive director Andrew McClelland believes open application programming interfaces (APIs) are now a ...

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. ...

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 ...