It is a case of ‘when, not if’ as to when super funds adopt digital advice for their members, according ...
Following a successful pilot phase, the firm has partnered with three businesses to create an integrated paraplanning solution for advisers.
According to advisers, the decision to streamline ongoing document requirements following the Quality of Advice Review will alleviate much of ...
Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value ...
Midwinter has integrated with estate planning platform Inherit Australia to help advisers have easier estate planning conversations with their clients.
Count Financial has added Midwinter financial advice software to its technology menu, targeting increased choice and flexibility for the adviser ...
Midwinter Financial Services has announced that its advice software has been selected by AIA Australia for their Financial Wellbeing business.
The profitability of the average advice business has fallen from 28.2% in 2020 to 24% while clients per business has ...
Midwinter Financial Services has announced an integration with client engagement software provider, Moneysoft.
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
