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

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago