Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct ...
Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business.
YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution.
The integration will allow both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and ...
Midwinter Financial Services has today announced the launch of a new cybersecurity service for accountants and advisers.
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
