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| | ... objective being to inform and explain the advice provided and demonstrate its value," Midwinter chief commercial officer Steve Davison said. Under the proposal, clients are still able to request documentation. However, the Institute of Managed Account ... |
| | | ... and giving our community more options in how they deliver quality financial advice to clients." On the mandate, Steve Davison, chief commercial officer at Midwinter said: "We are thrilled that Count has selected Midwinter to provide advice software choice ... |
| | | ... enhancing the financial wellbeing of Australians." Commenting on the mandate, Midwinter's chief commercial officer Steve Davison said: "We're proud to have been selected as the financial advice software partner for AIA Financial Wellbeing." "This is ... |
| | | ... crucial practitioners choose the right technology partner," Cowan said. Midwinter's other hires in 2020 include Steve Davison as chief commercial officer, Fraser Hamilton joined as chief technology officer, and Andrew Zietara as head of product. Another ... |
| | | ... cost to serve, helping them achieve the outcomes they want in their business." Midwinter chief commercial officer Steve Davison added: "Fraser brings a wealth of technology knowledge and experience to Midwinter. This extensive experience, combined with ... |
| | | ... more accessible. I am excited to join a company that is building technology that will unlock these opportunities." Steve Davison, chief commercial officer at Midwinter, welcomed the appointment. "We are delighted Andrew has joined Midwinter as our new ... |
| | | ... division has hired a 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 ... |
| | | ... conference on the Gold Coast this week, Trimantium Capital managing director Phillip Kingston and IOOF chief investment officer Steve Merlicek led a discussion on investing with and in technology. They were joined by UBS Wealth Management head of investment ... |
| | | ... AXA Financial Planning advised Plan Protect on the purchase and will assist in the integration the new business. Steven Davison, AXA head of acquisitions and succession, said the deal would provide Plan Protect with greater scale. |
| | | ... However the report found one-tenth of practice principals had a fully funded documented succession plan in place. Steven Davison, head of acquisitions and succession at AXA said succession planning is often discussed but rarely acted upon. "Succession ... |
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