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Top News In Midwinter Financial Today - Breaking & Trending Today

Padua appoints general manager, sales

Padua Solutions has named Michael Lagudi as its new general manager, sales. ....

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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. ....

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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. ....

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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.

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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.
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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. ....

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