The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 75 results for "Midwinter"|
|... continuing to accelerate our efforts to support advisers and their clients." Gower was previously head of product at Midwinter. Prior to that, he was general manager - product at CCUBE Integrated Wealth. "In these changing times, advisers need someone ...|
|... Australia: Brains vs. Brawns. Prior to Count Financial, he worked at Total Financial Solutions, Ibbotson Associates and Midwinter. PADUA, which provides advisers outsourced paraplanning and transition services, recently named a new chair in Amaysim founder ...|
|... executives to its board. Jeff Hall will join the Lumiant board as a director after finishing up as chief operating officer of Midwinter in April. Hall's new role will oversee Lumiant's commercial and operational direction. David Haintz joins Lumiant ...|
|... new chief commercial officer from AMP and announced that its chief operating officer has exited. Steve Davison joins Midwinter as chief commercial officer, finishing up at AMP after almost eight years in December 2020 where he served in senior roles ...|
|Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ...|
|... revealed foreign firms gaining dominance over the Australian advice tech industry. The acquisition of AdviserLogic, Midwinter and Coin are most recent examples. "Local advice tech developers are focused on lifting practice efficiency and anticipating ...|
|... administration unit's revenue declined 8% to $40.5 million. Over the period, the firm announced some wins. It acquired Midwinter, Delta Financial Systems and FinoComp, and signed a contract with Aware Super. Bravura also signed six new or renewed ...|
|... financial advisers. Andrew Whelan has joined WealthO2 as chief distribution officer. Whelan came from Bravura subsidiary Midwinter where he led the sales, marketing and distribution teams for over a year. Prior to Midwinter, he was as director of adviser ...|
|... super and achieve their best-possible retirement outcomes." Rest began rolling out digital advice tools in 2017, with Midwinter providing the technology. The fund now has three digital intra-fund advice services - investment choice, insurance needs and ...|
|... Netwealth will expand its current integrations to support two-way data feeds between Xero, MYOB, BGL, Class, Iress and Midwinter. Xeppo chief executive Paul Campbell said Netwealth's focus on technology innovation made perfect sense for the partnership. ...|
The former managing director of business development at QIC is taking on a new role with private markets investment firm Northleaf Capital Partners.
According to new analysis, stock picks which became popular on Facebook, Reddit and Twitter were almost guaranteed to see investors lose money.
Contango Asset Management is expanding its distribution capabilities in appointing a new lead and head of retail.
Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|