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Showing 1 - 10 of 75 results for "Midwinter"

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... 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 ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... 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 ...

Lumiant raises capital, adds to board

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... 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 ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... 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 integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
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 ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... 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 ...

UK drags Bravura performance

KARREN VERGARA  |  THURSDAY, 25 FEB 2021
... 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 ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... 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 ...

Industry fund sees 252% increase in digital advice use

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
... 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 takes stake in Aussie fintech

ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
... 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. ...
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