Search Results | Showing 81 - 90 of 92 results for "Midwinter" |
| | ... have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter asked 320 financial planners from more than 70 licensees ... |
| | | Midwinter has implemented changes announced in the 2012 May Federal Budget in its Reasonable Basis advice modelling software, allowing advisers to alter tax settings. "It is a difficult time for financial planners due to the large amount of uncertainty ... |
| | | ... 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 skills but ... |
| | | ... financial advice practices Prior to joining Ibbotson, Esler was executive director, strategy and technical services for Midwinter Financial Services, where he remains a non-executive director. Esler was also head of technical for Advance Asset Management ... |
| | | Midwinter Financial Services executive team has been restructured, with new heads appointed for technical services, distribution and director of Midwinter Advice Solutions. Non-executive director of Midwinter Financial Services, Matthew Esler, has been ... |
| | | ... their own ranks, according to an industry survey, which also rated planner opinions on the handling of reforms. The Midwinter 2011 Dealer Group Survey, which surveyed over 450 financial planners from over 70 licensees, found the majority of respondents ... |
| | | ... also increased its market share from 20% to 23% of planners using it as their main planning software while independent Midwinter rose from 4% to 7%. MLC's AdviserCentral remained unchanged with 4% of the market while IRESS' other software platform, VisiPlan ... |
| | | ... Australian REITS, cash products and equities have all been picked as the safest investment choices for advisers at the Midwinter Adviser Roadshow in Sydney this morning. Daniel Needham, managing director for Ibbotson Associates, told 380 delegates that ... |
| | | For the third consecutive year, Midwinter has been voted first for planner satisfaction in the latest Investment Trends report, in a year when the group expanded to 15% market share. Released today, the Investment Trends 2011 Planner Technology Report ... |
| | | Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for ... |
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