|Search Results||Showing 1 - 10 of 62 results for "Midwinter"|
|... to support their ambitions to drive change and shape the funds landscape in Australia." In August, Bravura acquired Midwinter Financial Services for a total consideration of $50 million. The deal opened an avenue for growth in Australia, the UK and other ...|
|Bravura Solutions has acquired financial planning software provider Midwinter for $50 million. For a total consideration of $50 million, Bravura has entered into an agreement to acquire Midwinter Financial Services, one of the leading providers of financial ...|
|... out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking for better tools to facilitate better collaboration during face-to-face meetings, with planners ...|
|Midwinter announced changes to its leadership team after completing the acquisition of financial planning software provider InvestmentLink. InvestmentLink contains over 4.4 million client accounts across 300 superannuation and managed funds. It has ...|
|Fintech YTML is expanding its team, welcoming Midwinter's former general manager of distribution to the fold. Helen Thom joins YTML as head of distribution, adding more than 20 years' experience in the financial services industry. Thom joins from Ignition ...|
|Jeffrey Hall has been appointed as Midwinter chief executive, joining the company after about seven years as a director in EY's wealth and asset management arm. Midwinter said Hall's appointment followed an active search for additional "executive presence" ...|
|... a financial planning technology firm as part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance face-to-face and phone-based financial advice services. It is ...|
|... "This partnership makes proactive compliance management a reality." Earlier this year Practifi also partnered with Midwinter and received funding to launch in the US. After winning its first US client earlier this year, the firm will establish an office ...|
|Fintechs not supporting open APIs won't be around in five years' time, according to a Midwinter executive. Midwinter chief technology officer and executive director Andrew McClelland believes open application programming interfaces (APIs) are now a ...|
|... to deliver scaled advice, bringing huge efficiency gains," PractiFI chief executive Glenn Elliott said at the time. Midwinter entered into a strategic partnership with PractiFI in October last year to integrate its flagship digital advice platform, AdviceOS. ...|
As investors seek to integrate ESG data into their investment processes, they can mistakenly conflate ESG scores in practice with more familiar financial quality metrics, new research from Eaton Vance has revealed.
One of the nation's largest super funds has joined forces with Women's Legal Service Victoria (WLSV) to simplify the process of splitting super assets.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
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