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Thinking about new advice technology? Ask these questions before taking the plunge

Technology can be part of the solution to the prohibitive costs of doing business advisers are facing, but proper due diligence is needed or the benefits may fail to materialise, writes Midwinter’s Peter Panigiris.

Peter panigirisSarah kendellMidwinter financial servicesBusiness schoolWealth todayMidwinter financialசாரா கெண்டெல்ல்மிட்விண்டர் நிதி சேவைகள்வணிக பள்ளிசெல்வம் இன்றுமிட்விண்டர் நிதிமதிய உணவு

Midwinter gets new chief commercial officer

Print Former AMP and AXA Wealth Management executive, Steve Davison has been appointed as chief commercial officer at Midwinter Financial Services. Midwinter’s parent company, Bravura Solutions Limited announced Davison’s appointment today noting that he was joining from Singapore-based Fintech, Better Trade Off, which has been developing digital financial planning services. It said his previous experience included senior roles across AMP and AXA’s wealth management, transformation and advice divisions. Commenting on the appointment, Bravura chief executive, Tony Klim, said: We are delighted to welcome Steve as the chief commercial officer for Midwinter . “This new role would involve building on the combined Midwinter and Bravura offering, supporting the needs of existing and new clients and pursuing opportunities to expand the Midwinter business in Australia and internationally.

Tony klimSteve davisonJeff hallBravura solutionsMidwinter financial servicesMidwinter financialBravura solutions limitedSingapore based fintechBetter trade offடோனி கிளிம்ஸ்டீவ் டேவிசன்ஜெஃப் மண்டபம்ப்ரவுற தீர்வுகள்மிட்விண்டர் நிதி சேவைகள்மிட்விண்டர் நிதிப்ரவுற தீர்வுகள் வரையறுக்கப்பட்டவை

Affordable advice requires more innovation, not regulation

Affordable advice requires more innovation, not regulation
moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.

Midwinter financial servicesInvestments commissionMidwinter financialAustralian securitiesமிட்விண்டர் நிதி சேவைகள்முதலீடுகள் தரகுமிட்விண்டர் நிதிஆஸ்திரேலிய பத்திரங்கள்

How to tackle regulatory risk with key risk indicators (KRIs)

How to tackle regulatory risk with key risk indicators (KRIs) Promoted by Midwinter Financial Services Rising regulatory pressure is weighing down advisers and dealer groups. Fortunately, there s a better way to manage risk, says Midwinter s Catalina Lopez. A A The advice industry is a challenging business. Make a mistake and the repercussions can be life changing. At best, reputations are shattered. At worst, businesses are closed. Monitoring the quality of advice while maintaining a profitable business is the tight rope that advice professionals must walk. In 2017, ASIC, the corporate regulator backed the rising use of key risk indicators (KRIs) to fulfill that goal. Many larger institutions had already begun implementing KRIs by combining technology and data analytics to pinpoint areas of weakness in their advice.

Catalina lopezMidwinter financial servicesRoyal commissionBusiness developmentKey risk indicator solutionBusiness development managerMidwinter financialகேடலினா லோபஸ்மிட்விண்டர் நிதி சேவைகள்அரச தரகுவணிக வளர்ச்சிவணிக வளர்ச்சி மேலாளர்மிட்விண்டர் நிதி

Are you still relying on client referrals to build your practice? Try this instead

Are you still relying on client referrals to build your practice? Try this instead Promoted by Midwinter Financial Services Rapid industry changes are prompting advisers to find new ways to win clients, says Midwinter s Peter Panigiris. A Client referrals were once the lifeblood of the advice industry – but times have changed. Vertically integrated institutions are selling their advice arms after regulatory changes have curtailed traditional cross-selling business models. Thousands of advisers have left the industry in the wake of that decision, leaving a new generation that has yet to build up their own referral-generating networks. It is accelerating a global trend towards marketing and business development as the key strategy to win new clients and grow practices.

Peter panigirisGlobal wealth management researchMidwinter financial servicesBusiness developmentCapgemini world wealth reportWealth management researchBusiness development managerMidwinter financialஉலகளாவிய செல்வம் மேலாண்மை ஆராய்ச்சிமிட்விண்டர் நிதி சேவைகள்வணிக வளர்ச்சிஸாபிஜெமினி உலகம் செல்வம் அறிக்கைசெல்வம் மேலாண்மை ஆராய்ச்சிவணிக வளர்ச்சி மேலாளர்மிட்விண்டர் நிதி