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MIDWINTER
Financial planning
Bravura chair Matthew Quinn is to step down later this year, following the exit of CEO Andrew Russell, while its future priority is digital advice in Australia. ...
Superannuation
It is a case of ‘when, not if’ as to when super funds adopt digital advice for their members, according to Midwinter. ...
Financial planning
Following a successful pilot phase, the firm has partnered with three businesses to create an integrated paraplanning solution for advisers....
Financial planning
According to advisers, the decision to streamline ongoing document requirements following the Quality of Advice Review will alleviate much of the red tape involved in the...
Expert Analysis
Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value proposition, according to Midwinter....
People & Products
Midwinter has integrated with estate planning platform Inherit Australia to help advisers have easier estate planning conversations with their clients....
People & Products
Count Financial has added Midwinter financial advice software to its technology menu, targeting increased choice and flexibility for the adviser network....
Financial planning
Midwinter Financial Services has announced that its advice software has been selected by AIA Australia for their Financial Wellbeing business....
Financial planning
The profitability of the average advice business has fallen from 28.2% in 2020 to 24% while clients per business has plateaued, according to research from BusinessHealth ...
Financial planning
Midwinter Financial Services has announced an integration with client engagement software provider, Moneysoft. ...
Superannuation
Superannuation funds may struggle to be as competitive without using digital advice to scale as the need to close the advice gap increases, according to Bravura solutions...
People & Products
The integration will allow AdviceOS users to pull client data from myprosperity....
Financial planning
Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....
People & Products
Jeff Hall has left his position as chief operating officer of Midwinter....
Features
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...