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

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 13 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 11 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 14 hours ago