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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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

11 hours ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

16 hours 25 minutes ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago