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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 Panigiris , Sarah Kendell , Midwinter Financial Services , Business School , Wealth Today , Midwinter Financial , சாரா கெண்டெல்ல் , மிட்விண்டர் நிதி சேவைகள் , வணிக பள்ளி , செல்வம் இன்று , மிட்விண்டர் நிதி , மதிய 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 Klim , Steve Davison , Jeff Hall , Bravura Solutions , Midwinter Financial Services , Midwinter Financial , Bravura Solutions Limited , Singapore Based Fintech , Better Trade Off , டோனி கிளிம் , ஸ்டீவ் டேவிசன் , ஜெஃப் மண்டபம் , ப்ரவுற தீர்வுகள் , மிட்விண்டர் நிதி சேவைகள் , மிட்விண்டர் நிதி , ப்ரவுற தீர்வுகள் வரையறுக்கப்பட்டவை , சிங்கப்பூர் அடிப்படையிலானது ஃபிண்டெக் ,

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 Services , Investments Commission , Midwinter Financial , Australian Securities , மிட்விண்டர் நிதி சேவைகள் , முதலீடுகள் தரகு , மிட்விண்டர் நிதி , ஆஸ்திரேலிய 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.
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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. ....

Catalina Lopez , Midwinter Financial Services , Royal Commission , Business Development , Key Risk Indicator Solution , Business Development Manager , Midwinter Financial , கேடலினா லோபஸ் , மிட்விண்டர் நிதி சேவைகள் , அரச தரகு , வணிக வளர்ச்சி , வணிக வளர்ச்சி மேலாளர் , மிட்விண்டர் 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.
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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 Panigiris , Global Wealth Management Research , Midwinter Financial Services , Business Development , Capgemini World Wealth Report , Wealth Management Research , Business Development Manager , Midwinter Financial , உலகளாவிய செல்வம் மேலாண்மை ஆராய்ச்சி , மிட்விண்டர் நிதி சேவைகள் , வணிக வளர்ச்சி , ஸாபிஜெமினி உலகம் செல்வம் அறிக்கை , செல்வம் மேலாண்மை ஆராய்ச்சி , வணிக வளர்ச்சி மேலாளர் , மிட்விண்டர் நிதி ,