MIDWINTER
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...
People & Products
Andrew Whelan has been appointed to the newly-created role of chief distribution officer....
People & Products
The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....
Financial planning
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....
People & Products
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....
Financial planning
Bravura describes the move as ‘strong strategic fit’ for the two companies as it looks to expand its domestic and international reach....
Financial planning
Midwinter has announced it has completed its transaction to acquire InvestmentLink....
Superannuation
Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund....
Superannuation
Australian technology provider Midwinter Financial Services would leverage superannuation gamification to develop a consumer facing calculator....
Superannuation
Former Rice Warner superannuation consultant, Salvador Saiz, has moved to Midwinter as its head of institutional growth as the firm looks to announce partnerships within ...
Financial planning
Independent financial data source, InvestmentLink, today announced Midwinter as the first financial planning software company to operate its RealTime data service....
Policy & Regulation
Financial advice software company, Midwinter, has announced the launch of a new online training portal for its users....
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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...