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Showing 51 - 60 of 98 results for "Midwinter"

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 ...

REST launches online financial advice

ALEX BURKE  |  MONDAY, 19 DEC 2016
... Industry Super will now deliver online personalised financial advice to its members via a new partnership. Partnering with Midwinter, REST has launched the REST Advice Online platform, based on Midwinter's AdviceOS system. It will allow members to receive ...

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
Cbus has partnered with a leading digital advice firm to create a new "advice over the phone" service. Midwinter will deliver the service from October 31; the company is currently rolling out its cloud-based advice platform, AdviceOS, for Cbus to use ...

Midwinter makes strategic appointment

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
Financial services technology provider Midwinter hired a head of institutional growth as part of the company's aim to pursue partnerships in the superannuation and institutional space. Salvador Saiz joined Midwinter as a SME and superannuation fund ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
Financial planning software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source ...