MIDWINTER FINANCIAL SERVICES

Expert Analysis

General advice may help you reach a broader audience, but personal advice provides a better way to meet client needs and manage compliance risk, writes Steve Davison....

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People & Products

Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct faster in-depth product research....

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People & Products

Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....

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People & Products

YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....

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Superannuation

The integration will allow both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and allows users to update portfolio ...

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Financial planning

Midwinter Financial Services has today announced the launch of a new cybersecurity service for accountants and advisers....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 days 12 hours ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 week 1 day ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 1 week ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

3 weeks 4 days ago

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March....

3 weeks 1 day ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 weeks 2 days ago