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|Showing 1 - 10 of 15 results for "Midwinter Financial Services"|
|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 ...|
|Midwinter Financial Services has announced three new appointments as it expands its advice software business. The appointments are across its sales, marketing and customer service functions of the cloud-based software business. Andrew Whelan was appointed ...|
|... 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 regions where ...|
|... 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 planning software to the Australian advice market. The announcement follows attempts ...|
|... 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 also using ...|
|... brand) and head of technical services at Advance Asset Management. He is also a former co-owner at Midwinter Financial Services. Commenting on his return, Matt Esler said: "Padua is really challenging the way financial advice has traditionally been generated ...|
|... with the amount of education they were receiving from their licensee. The research, conducted by Midwinter Financial Services and Jenesis Consulting, also found a correlation between advisers with social media policies and those that understand RG234 ...|
|... Diamantes previously headed the technical services divisions at institutions including Asteron Life, Midwinter Financial Services and Zurich. He has over 10 years' of policy experience and will focus on promoting the interests of members and consumers ...|
|Midwinter Financial Services has appointed a senior business development manager of enterprise ahead of the release of its new software. Esther Moseley has 15 years of experience within the financial planning space and has specialised in financial planning ...|
|... This guarantees SSFS will always be using enhancements and upgrades as soon as they are released. Midwinter Financial Services managing director, Julian Plummer, said the partnership will see SSFS have a paperless office that will shift it from pre-internet ...|
Fidelity Investments' lead portfolio manager for global equities strategies has resigned.
Aware Super has appointed an index solutions provider to take care of its passive equity and fixed income mandates.
As an increasing number of institutions allocate to cryptocurrency and explore blockchain solutions, State Street is launching a dedicated digital finance division, appointing the current head of global markets to lead it.
ASX has acquired a minority stake in fast-growing superannuation administrator GROW Inc.
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