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

Search Results

Showing 71 - 80 of 98 results for "Midwinter"

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ...

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
... Australia, BT Life and TAL. The top three risk software providers by planner satisfaction were XPLAN (IRESS), COIN and Midwinter. "Insurer relationships remain in a state of flux," Choi said. "While planners are stopping use of insurers that aren't exceptional ...

Advice licensee uses tech to bypass paraplanning

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
... model looking to introduce new client capabilities to the business to prepare for future growth. As part of the model Midwinter has worked with SSFS and EY to deliver the transformation. Midwinter has released its cloud based advice solution, AdviceOS ...

Midwinter appoints senior BDM from Commsec

STAFF WRITER  |  WEDNESDAY, 8 JUL 2015
Midwinter has appointed a senior business development manager who was previously at Commsec for over nine years. Adam Rebeira has been appointed in anticipation of Midwinter's further growth and will be managing the firm's relationships within the financial ...

YBR launches robo-advice platform

ALEX BURKE  |  WEDNESDAY, 10 JUN 2015
... factor in savings, investments, liabilities, insurance and financial goals to project outcomes. Conceptually similar to Midwinter's recently-unveiled robo-advice platform ( as reported in Financial Standard ), it determines recommendations holistically ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
Software provider Midwinter has revealed its "holistic" digital advice solution, with the company insisting it's not 'robo advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice ...

Midwinter launches scaled advice division

LAURA MILLAN  |  THURSDAY, 16 APR 2015
Software provider Midwinter has set up a scaled advice division and appointed a former Fortnum Financial executive to lead the company's strategy in this area. Halie Samson will be head of scaled advice at Midwinter and was previously project manager ...

Advisers see regulated robo-advice opportunity

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Two-thirds (68%) of financial advisers see automated advice software as an "opportunity", according to a Midwinter survey. Midwinter managing director Julian Plummer argued that the survey - which tracked the responses of 288 financial advisers - indicates ...

Advisers use more insurers, but main provider still key: research

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... that 53% of planners have the XPLAN risk modules as their most-used risk software, followed by Rubik/COIN (18%) and Midwinter (8%). Among risk software providers, XPLAN achieved the highest average overall satisfaction rating from its users and ranked ...

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... transactions of major fund managers to dealer groups and financial planning software providers such as COIN, XPLAN or Midwinter.