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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....
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....
People & Products
Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....
People & Products
YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....
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 ...
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
Podcast
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...