MIDWINTER

People & Products

Andrew Whelan has been appointed to the newly-created role of chief distribution officer....

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People & Products

The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....

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Financial planning

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

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People & Products

Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....

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Financial planning

Bravura describes the move as ‘strong strategic fit’ for the two companies as it looks to expand its domestic and international reach....

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Financial planning

Midwinter has announced it has completed its transaction to acquire InvestmentLink....

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Superannuation

Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund....

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Superannuation

Australian technology provider Midwinter Financial Services would leverage superannuation gamification to develop a consumer facing calculator....

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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 ...

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Financial planning

Independent financial data source, InvestmentLink, today announced Midwinter as the first financial planning software company to operate its RealTime data service....

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Policy & Regulation

Financial advice software company, Midwinter, has announced the launch of a new online training portal for its users....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago