MIDWINTER

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....

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People & Products

Count Financial has added Midwinter financial advice software to its technology menu, targeting increased choice and flexibility for the adviser network....

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Financial planning

Midwinter Financial Services has announced that its advice software has been selected by AIA Australia for their Financial Wellbeing business....

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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 ...

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Financial planning

Midwinter Financial Services has announced an integration with client engagement software provider, Moneysoft. ...

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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...

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People & Products

The integration will allow AdviceOS users to pull client data from myprosperity....

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Financial planning

Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....

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People & Products

Jeff Hall has left his position as chief operating officer of Midwinter....

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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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Financial planning

The unintended consequences of new regulation can be costly without really benefitting the consumer, as consumers instead become inundated with overbearing regulatory inf...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 2 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 2 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 2 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

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Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

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ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

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