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Showing 1 - 10 of 83 results for "Midwinter"

Advice Revolution appoints head of sales

CHLOE WALKER  |  MONDAY, 11 APR 2022
... the Advice Revolution team as its new head of sales. Previously, Thom held roles as general manager of distribution at Midwinter and head of distribution at YTML Group (ROAR Software). She was also previously head of sales at Ignition Advice, worked ...

Midwinter scores AIA mandate

CHLOE WALKER  |  MONDAY, 21 MAR 2022
Midwinter's financial advice software has been chosen to underpin AIA's recently established advice business. The Sydney-based financial advice software company will support all aspects of AIA's Financial Wellbeing business, enabling efficient advice ...

Bravura names APAC managing director

JAMIE WILLIAMSON  |  TUESDAY, 22 FEB 2022
... Dunn to the role as it looks to scale its business in the region following increased demand for Sonata Alta and its Midwinter solutions. Dunn will also focus on accelerating existing opportunities in the market, Bravura said. Commenting on the appointment ...

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... practices are touching base with their best clients more than 10 times a year. Business Health owner Rod Bertino told a Midwinter event this morning that while there is no one correct answer, how often an adviser communicates depends on the client and ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
Midwinter has appointed a new head of advice sales this month, who spent nearly a decade at Challenger. Stacey Cowan finished up as the state manager for New South Wales and the Australian Capital Territory at Challenger in December to join Bravura's ...

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
... Solutions' advice technology division hired a chief technology officer from Integrity Life. Fraser Hamilton joined Midwinter as chief technology officer, taking over from Andrew McClelland who is stepping back to focus on the group's strategic initiatives. ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
... done faster. myprosperity has already established integrations with other platforms including Xero, FYI, BGL, Xplan and Midwinter. The firm has more than 55,000 households onboard to connect with financial professionals. Since the beginning of 2021 ...

Midwinter appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
Midwinter Financial Services has appointed a new head of product, nabbing a former leader within AMP's advice business. Andrew Zietara has joined Midwinter as head of product. Zietara joins Midwinter from capital market technology solution provider ...

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 ...
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