Latest Media Releases
Media Coverage
Disrupt or Thrive: how financial advisers can harness the power of digital advice
Disrupt or Thrive: how financial advisers can harness the power of digital advice – Financial Newswire, June 2023
QAR measures to ease advisers’ burden
QAR measures to ease advisers’ burden – Money Management, June 2023
Digital advice providers move full steam ahead with new solutions
Digital advice providers move full steam ahead with new solutions – Adviser Innovation, May 2023
Midwinter partners with CQUniversity to roll out advice technology to students
Midwinter fosters adviser growth with CQUniversity partnership – IndustryMoves, March 2023
Midwinter partners with CQUniversity to roll out advice technology to students – Superfunds, March 2023
Midwinter partners with CQUniversity to roll out advice tech – Professional Planner, March 2023
Midwinter rolls out financial planning software for uni students – ifa, March 2023
Midwinter launches advice tech for students – Financial Newswire, March 2023
Midwinter partners with CQUniversity to roll out advice technology to students – Adviser Voice, March 2023
Midwinter partners with CQUniversity to roll out advice technology to students – Australian FinTech, March 2023
Financial Planning Students Given Advice Technology Access – CQUniversity Australia, March 2023
Digital advice ‘key enabler’ for affordable advice
Digital advice ‘key enabler’ for affordable advice – Adviser Innovation, March 2023
Why digital is key to dealer groups’ adviser proposition
Why digital is key to dealer groups’ adviser proposition – Money Management, February 2023
Digital advice ‘key enabler’ for affordable advice
Digital advice ‘key enabler’ for affordable advice – ifa, February 2023
QAR: Midwinter welcomes customer-centric nature of final report
QAR: Midwinter welcomes customer-centric nature of final report – Australian FinTech, February 2023
Levy’s QAR rethink leaves advisers in limbo
Levy’s QAR rethink leaves advisers in limbo – ifa, December 2022
Wicked Problems: Visionary Investors
Midwinter Participates in Wicked Problems, Visionary Investors Program – Australian FinTech, November 2022
Australia will need over 1,000 new advisers per year to meet retirement needs – ifa, November 2022
Midwinter Integrates with Estate Planning Platform Inherit Australia
Midwinter Integrates with Estate Planning Platform Inherit Australia – Adviser Voice, October 2022
Midwinter partners with estate planning platform – Money Management, October 2022
Midwinter boosts offering with estate planning platform – Financial Newswire, October 2022
Midwinter integrates with estate planning platform Inherit Australia – Australian FinTech, October 2022
Midwinter, Inherit Australia strike deal – selfmanagedsuper, October 2022
Quality of Advice Review Submission
What can advisers learn from intra-fund advice? – Money Management, October 2022
Concerns raised regarding QAR-proposed SOA removal – SMSFAdviser, October 2022
Concerns raised regarding QAR-proposed SOA removal – ifa, October 2022
Tech a key enabler for banks and SF to deliver personal advice – Financial Newswire, October 2022
Tech providers support QAR SOA proposals – Financial Standard, September 2022
Goals-based financial advice ‘set to take centre stage’
Goals-based financial advice ‘set to take centre stage’ – ifa, September 2022
Can technology finally make goals-based advice a reality?
Can technology finally make goals-based advice a reality? – ifa, September 2022
Can technology finally make goals-based advice a reality? – Adviser Innovation, September 2022
Midwinter launches goal optimisation engine for advisers
Midwinter launches MultiGoal optimisation engine – CFOtech Australia, September 2022
Midwinter launches Goal Optimisation Engine for advisers – Adviser Voice, September 2022
Midwinter unveils new advice optimisation tool – Financial Newswire – September 2022
Midwinter launches goal optimisation solution for advisers – Adviser Innovation, August 2022
Midwinter launches goal optimisation solution for advisers – ifa, August 2022
Midwinter unveils new adviser tool – Financial Standard, August 2022
Midwinter launches goal optimisation engine for advisers – Australian FinTech, August 2022
Five simple ways to improve cyber security in your advice practice
Five simple ways to improve cyber security in your advice practice – ifa, June 2022
Five simple ways to improve cyber security in your advice practice – Adviser Innovation, June 2022
Count Financial Bolsters its Tech Menu with Midwinter Advice Software
Count Financial adds Midwinter software to tech menu – Money Management, June 2022
Count Financial teams up with Midwinter to increase adviser offering – ifa, June 2022
Midwinter awarded Count Financial mandate – Financial Standard, June 2022
Count Financial, Midwinter form partnership – Financial Newswire, June 2022
Count Financial Bolsters its Tech Menu with Midwinter Advice Software – Adviser Voice, June 2022
Count Financial Bolsters its Tech Menu with Midwinter Advice Software – Australian FinTech, June 2022
How the great resignation can create opportunities for advice practices
How the great resignation can create opportunities for advice practices – ifa, May 2022
How the great resignation can create opportunities for advice practices – Adviser Innovation May 2022
Does general advice play a role in supporting consumers?
Does general advice play a role in supporting consumers? – Money Management, April 2022
The great resignation or the great advice reset?
The great resignation or the great advice reset? – the ifa Show, April 2022
Midwinter partners with Adviser Innovation Summit
Midwinter partners with Adviser Innovation Summit – ifa, March 2022
AIA selects Midwinter advice software for new Financial Wellbeing business
AIA selects Midwinter advice software for new Financial Wellbeing business – Australian Fintech, March 2022
Midwinter scores AIA mandate – Financial Standard, March 2022
AIA opts for Midwinter’s advice software – Financial Newswire, March 2022
Midwinter and AIA team up – Money Management, March 2022
AIA selects Midwinter’s software for new financial wellbeing business – ifa, March 2022
AIA selects Midwinter advice software for new Financial Wellbeing business – Adviser Voice, March 2022
Why now is the time to invest in your practice
Why now is the time to invest in your practice – Money Management, March 2022
Research: Financial planners maintain revenue but profits squeezed in 2021
Clients want more communication from advisers: Research – Financial Standard, February 2022
Ageing Clients May Need Expanded Suite of Solutions – Report – RiskInfo, February 2022
Advice practice profitability falls – Money Management, February 2022
Profitability is shrinking across the advice industry, new report shows – ifa, February 2022
The most profitable advice firms surge ahead of the pack – Professional Planner, February 2022
Financial planners maintain revenue but profits squeezed in 2021: Research – Australian FinTech, February 2022
Using technology to reduce advice hours
Using technology to reduce advice hours – Money Management, February 2022
Stacey Cowan joins Midwinter as Head of Advice Sales
Midwinter announces new head of advice sales – ifa, January 2022
Midwinter hires advice sales lead – Financial Standard, January 2022
Midwinter announces new head of advice sales – Fintech Business, January 2022
Stacey Cowan joins Midwinter as Head of Advice Sales – Australian Fintech, January 2022
Stacey Cowan joins Midwinter as Head of Advice Sales – Sydney News Today, January 2022
Midwinter Appoints Fraser Hamilton as Chief Technology Officer
Midwinter hires from Integrity Life – Financial Standard, November 2021
Midwinter appoints new CTO – IFA, November 2021
Midwinter appoints Fraser Hamilton as Chief Technology Officer – Adviser Voice, November 2021
Midwinter appoints Fraser Hamilton as Chief Technology Officer – Australian FinTech, November 2021
New CTO appointed at Midwinter – FinTech Business, November 2021
Midwinter Appoints Fraser Hamilton as Chief Technology Officer – Sydney News Today, November 2021
The state of accessibility of advice
The state of accessibility of advice – the IFA Show, October 2021
New Head of Product at Midwinter
Midwinter appoints head of product – Financial Standard, October 2021
Midwinter announces new head of product – IFA, October 2021
Midwinter appoints Andrew Zietara as new Head of Product – Australian FinTech, October 2021
Midwinter announces new head of product – Industry Moves, October 2021
Midwinter Appoints Andrew Zietara as New Product Manager – Sydney News Today, October 2021
Midwinter Appoints Andrew Zietara as New Product Manager – Money News Australia, October 2021
Technology offers new ways for advisers to meet the needs of Australians seeking advice
Technology offers new ways for advisers to meet the needs of Australians seeking advice – IFA, October 2021
Why advice technology needs compliance baked into its core
Why advice technology needs compliance baked into its core – IFA, August 2021
Midwinter to partner with 2021 Future Forum
Midwinter to partner with 2021 Future Forum – IFA, July 2021
Midwinter inks new partnership with Moneysoft
Midwinter teams with wealth platform on integration deal – Adviser Innovation, July 2021
Midwinter partners with Moneysoft – Money Management, July 2021
Midwinter announces partnership with fintech – IFA, July 2021
Midwinter inks new partnership with Moneysoft – Australian FinTech, July 2021
Midwinter inks new partnership with Moneysoft – Money News Australia, July 2021
Digital advice key to keeping members engaged
Digital advice key to keeping members engaged – FS Super, July 2021
Digital advice key to keeping members engaged – The Journal of Superannuation Management, FS Super, July 2021
How do we take more people along on the advice journey?
How do we take more people along on the advice journey? – The IFA Show, June 2021
Thinking about new advice technology? Ask these questions before taking the plunge
Thinking about new advice technology? Ask these questions before taking the plunge – IFA, May 2021
Super funds not using digital advice will get left behind
Super funds not using digital advice will get left behind – Money Management, May 2021
Digital advice key to super fund future – Adviser Voice, May 2021
The key to digital advice for the future of super funds – Sydney News Today, May 2021
Digital advice key to super fund future – zephyrnet.com, May 2021
New Chief Commercial Officer at Midwinter
Midwinter hires chief commercial officer from AMP – Financial Standard, May 2021
Midwinter gets new chief commercial officer – Money Management, May 2021
Former AMP exec joins Midwinter – IFA, May 2021
Midwinter gets new commercial head – Adviser Innovation, May 2021
Midwinter expands partner ecosystem with myprosperity integration
Midwinter announces integration with myprosperity – Money Management, April 2021
Midwinter partners with wealth platform – IFA, April 2021
Midwinter integrates with myprosperity – Financial Standard, April 2021
Midwinter expands partner ecosystem with myprosperity integration – Australian FinTech, April 2021
Midwinter and myprosperity launch new financial planning solution – IT Wire, April 2021
Digital advice adoption will take time
Digital advice adoption will take time – Money Management, April 2021
Midwinter announces partnership with Adviser Innovation Summit
Midwinter announces partnership with Adviser Innovation Summit – IFA, April 2021
Confusion and frustration in modern times
Confusion and frustration in modern times – Money Management, April 2021
Affordable advice requires more innovation, not regulation
Affordable advice requires more innovation, not regulation – Money Management, April 2021
Midwinter plugs into Omnium life insurance data
Midwinter integrates with Omnium – Money Management, March 2021
Midwinter plugs into Omnium life insurance data – Australian FinTech, March 2021
Midwinter, Omnium Life Insurance Data Integration – RiskInfo, March 2021
Midwinter announces new partnership with Worksorted
Midwinter partners with Worksorted – Money Management, March 2021
Midwinter announces new partnership with Worksorted – Australian FinTech, March 2021
Why advisers who don’t embrace digital will be left behind
Why advisers who don’t embrace digital will be left behind – IFA, December 2020
Great technology means nothing without great support
Great technology means nothing without great support – IFA, December 2020
Wealth Today improves compliance efficiency with new advice technology from Midwinter
Midwinter Inks Deal with Listed Licensee – IFA, December 2020
Wealth Today improves compliance efficiency with new advice technology from Midwinter – Australian FinTech, November 2020
Midwinter bolsters investment in AdviceOS
Midwinter investing in AdviceOS updates – Money Management, October 2020
Midwinter bolsters investment in AdviceOS – Australian FinTech, October 2020
Build Client Relationships at Scale – the Evolution of Scaled Advice
Build Client Relationships at Scale – the Evolution of Scaled Advice – IFA, September 2020
Midwinter Sponsors 2020 Adviser Innovation Summit
More Than 1,000 Advisers to Attend Adviser Innovation Summit 2020 – IFA, August 2020
New Feature Launch – Product Comparisons
Midwinter launches product comparison feature – Money Management, April 2020
Midwinter Expands Business with Sales, Marketing and Customer Service Appointments
Midwinter grows sales, marketing and customer service teams – Money Management, February 2020
Midwinter expands advice software business – Financial Standard, February 2020
Midwinter makes Appointments Expanding Software Business – IFA, February 2020
Midwinter is Acquired by Bravura Solutions
Fintech vendor Bravura acquires financial SaaS provider Midwinter for $50m – CRN, August 2019
Midwinter acquired by Bravura – Financial Standard, August 2019
Bravura Solutions acquires Midwinter Financial for A$50m – International investment, August 2019
Bravura to Acquire midwinter for $50M – IFA, August 2019
Bravura to Acquire Midwinter for $50M – Money Management, August 2019
Bravura swallows finance SaaS vendor Midwinter for $50m – itNews, August 2019
Bravura acquires Midwinter for $50 million – Australian FinTech, August 2019
Midwinter appoints CEO off the back of consistent growth
Midwinter appoints new chief executive – Financial Standard, February, 2019
Midwinter brings in new CEO – ifa, February, 2019
Midwinter appoints CEO – Adviser Voice, February, 2019
New CEO announced for Midwinter – Investor Daily, February, 2019
The visionary and the master persuader – Q and A with Midwinter’s Julian Plummer and Jeff Hall – Industry Moves, February, 2019
Australian based financial advice technology provider Midwinter Financial Services appoints CEO – Australian FinTech, February 2019
Tech provider brings on new CEO – Fintech Business, February 2019
Our MD – Julian Plummer lists the important things you need to be asking your technology providers when building your tech stack
Here are the questions you need to be asking your software providers – Fintech Business, January 2019
What you need to be asking your software providers – ifa, February 2019
What you need to be asking your software providers – Adviser Innovation, February 2019
Midwinter announces technology partnership with BUSSQ and Skylight Financial Solutions
Midwinter partners with superfund – Money Management, December, 2018
Midwinter brings on superfund with advice arm – ifa, December, 2018
Midwinter announces technology partnership with BUSSQ and Skylight Financial Solutions – AdviserVoice, December, 2018
Midwinter partners with superfund – Super Review, December, 2018
Industry fund finds new advice tech partner – Financial Standard, December 2018
Midwinter announces technology partnership with BUSSQ and Skylight Financial Solutions – Australian Fintech, December, 2018
Midwinter teams up with new tech partner – Fintech Business, December, 2018
Our Managing Director, Julian Plummer speaks with Jack Derwin from Your Money about all things Crypto, Bitcoin and the Blockchain
Is the cryptocurrency craze over? – Your Money, September 2018
Midwinter announces its integration with Class
Midwinter integrates with SMSF software firm – ifa, September 2018
Midwinter Financial Services integrates with Class – Money Management, September 2018
Midwinter Financial to integrate with Class – Super Review, September 2018
Midwinter integrates with Class – Adviser Voice, September, 2018
Midwinter integrates with Class – SMS Magazine, September, 2018
Open APIs old news: Midwinter – Financial Standard, September, 2018
Midwinter integrates with class – Australian Fintech, September, 2018
Our Managing Director Julian Plummer spoke with Netwealth about scaled advice and how it’s helping more Australians understand the benefits of advice, whilst providing them with advice that is accessible and affordable.
Understanding Scaled Advice – Netwealth, July 2018
Scale up your practice with Scaled Advice – Netwealth, July 2018
Financial Standard Paraplanning feature
Financial Standard Paraplanning Feature June 2018
Midwinter to delivery technology services to Suncorp Advice
Midwinter to deliver technology services for Suncorp Advice – Adviser Voice, May 2018
Suncorp Advice enters deal with Midwinter – ifa, May 2018
Midwinter delivers technology to Suncorp Advice – Australian FinTech, May 2018
Wealth manager reviews software provider – Financial Standard, May 2018
Midwinter inks advice deal with Suncorp – Adviser Innovation, May 2018
Our Brand Manager – Naomi Christopher, shares her thoughts on International Women’s Day in ifa
Our Managing Director – Julian Plummer explains in Financial Observer why now more than ever, financial planners need to be wary of cyber crime
Opinion: Black hats fuel planning emergency – Financial Observer November 2017
Midwinter and Practifi form tech partnership
Midwinter and PractiFI announce integration – ifa, October 2017
Midwinter and PractiFI integrate to provide advisers with world class business management system – Adviser Voice, October 2017
Midwinter partners with business management platform – Financial Standard, October 2017
Midwinter & PractiFI integrate to provide advisers with world class business management system – Australian Fintech, October 2017
PractiFI, Midwinter in software partnership – Financial Observer, October 2017
Software, fintech firms team up for advisers, accountants – Accountants Daily, October 2017
Managing Director of Midwinter – Julian Plummer undertakes live hack at the National AFA Conference
Advisers a honey pot for cyber criminals – ifa, October 2017
Midwinter performs live hack at AFA conference – Adviser Innovation, October 2017
A government-mandated requirement for banks to make their customer data available to third-party applications would allow advisers to make better and faster decisions, according to Midwinter.
Open data a good opportunity for advisers – ifa, October 2017
Midwinter appoints Edward Li as Head of Cyber Security
Midwinter appoints Head of Cyber Security – Industry Moves, July 2017
Midwinter launches Kamino Cyber Security Services
Midwinter launches cyber security tool for advisers – ifa, July 2017
Planners and accountants in risk of forgetting cyber risks – Money Management, July 2017
Midwinter unveils cyber security tool – Investor Daily, July, 2017
Midwinter launches Kamino – cyber security service for advisers and accountants – Adviser Voice, July 2017
Fintech, banking execs lead new security service for accountants – Accountants Daily, July 2017
Midwinter recruits to strengthen cyber security strategy – Financial Standard, July 2017
Advisers should be on guard over hacking risk – Financial Observer, July 2017
Midwinter launches Kamino – cyber security service for advisers and accountants – Australian FinTech, July 2017Mobile killed the Desktop star – Julian Plummer on how our obsession with smartphones is changing the way we engage with money and financial advice – Mobile is killing the desktop star – Financial Standard, June 2017Financial adviser fear of technological disruption is being replaced by a constructive atmosphere that was on display at the Adviser Innovation Summits, our Brand Manager Naomi Christopher explains –
Taking the tech bull by the horns – ifa, June 2017
Midwinter leverages the gamification of superannuation to release consumer facing calculators
Midwinter launches new calculator for advisers – ifa, May 2017
Midwinter announces new ‘off the shelf’ calculators – Adviser Innovation, May 2017
Midwinter releases superannuation calculators – SMSF Adviser, May 2017
AdviceOS calculators tap into gamification – Financial Observer, May 2017
Midwinter tackles super and advice sector’s ‘plague of inconsistency’ – Money Management, May 2017
Midwinter leverages off the gamification of superannuation to develop consumer facing calculators – Adviser Voice, May 2017
Midwinter unveils new financial tool – Financial Standard, May 2017
Midwinter looks to gamify super – Investor Daily, May 2017
Midwinter adds Omnium to its growing fintech ecosystem
Midwinter Omnium tie up, delivers on choice – Financial Observer, March 2017
Midwinter adds Omnium to its FinTech ecosystem – Adviser Voice, March 2017
Midwinter adds risk advice software integration – ifa, March 2017
Midwinter adds FinTech partner – Financial Standard, March 2017
Aus Fintech adds Omnium integration – Risk Adviser, March 2017
Midwinter adds Omnium to its FinTech ecosystem – Australian FinTech, March 2017
Midwinter wins Software Innovator of the Year and Fintech Business Excellence Company Award of the Year at the 2107 Fintech Business Awards
Midwinter wins top fintech award – ifa, February 2017
Fintech Business award winners revealed – Investor Daily, February 2017
Fintech Business awards 2017 winners revealed – Fintech Business, February 2017
Fintech Business awards 2017 winners revealed – Australian Fintech, February 2017
What’s in store for FinTech in 2017? Julian Plummer shares his predictions
What’s in store for FinTech in 2017? – Adviser Innovation, February 2017
Midwinter’s Digital and Social Media Survey Report
Reputational risk still a determining factor for advisers when it comes to Social Media according to research carried out by Midwinter and Jenesis Consulting
Compliance fears limiting social media use – Financial Observer, February 2017
IFAs lag aligned advisers on digital strategy – ifa, February 2017
Reputation risk hinders adviser social media use – Money Management, February 2017
Midwinter : Reputational risk still a determining factor for advisers when it comes to Social Media – Australian FinTech, February 2017
Digital and Social Media within the Australian Advice Industry – AdviserVoice, February 2017
Our Brand Manager – Naomi Christopher explains why now more than ever FinTech companies need to come to the integration party in ifa –
Managing Director Julian Plummer speaks with Financial Observer about his predictions for FinTech in 2017 –
Feature: Technology in 2017 – Financial Observer, January 2017
Managing Director of Midwinter – Julian Plummer sits down with Jake Moeller from Thomson Reuters to discuss the future of FinTech, APIs and data led decisions for their global podcast –
Thomson Reuters Podcast on FinTech Innovation – Julian Plummer Managing Director of Midwinter – January 2017
Midwinter partners with REST to provide it’s 1.9 million members with digital advice
Midwinter lands advice deal with REST – ifa, December 2016
Aussie first advice service launched by a major super fund – Nest Egg, December 2016
REST launched online financial advice – Financial Standard, December 2016
Millennial superannuation customer numbers surge thanks to technology – NEWS, December 2016
Midwinter announced ‘mobile first’ deal with REST – Adviser Innovation, December 2016
REST’s industry-first online super advice product gives members ‘mobile first’ access to personalised financial advice – Australian FinTech, December 2016
New industry fund move – a ‘competitive threat to SMSFs’ – SMSF Adviser, December 2016
REST’s industry-first online super advice product gives members ‘mobile first’ access to personalised financial advice – Professional Planner, December 2016
REST, Midwinter unveil new advice portal – Financial Observer, December 2016
Our Managing Director Julian Plummer shares his insight into how accountants can guard themselves against cyber threats –
Tips for accountants to manage cyber security threats – Accountants Daily, December 2016
Midwinter partners with CBUS for Advice over the phone
Cbus, Midwinter hook up for telephone advice – Financial Observer, October 2016
Cbus partners with Midwinter for Advice over the phone – Professional Planner, October 2016
Cbus partners for phone based advice – Financial Standard, October 2016
Cbus to launch new advice offering next week – ifa, October 2016
Midwinter appoints Salvador Saiz to Head of Institutional Growth
Midwinter recruits ex Rice Warner consultant Salvador Saiz – Adviser Voice, October 2016
Midwinter hires Saiz as insto head – Financial Observer, October 2016
Rice Warner consultant moves to Midwinter – Money Management, October 2016
Midwinter appoints former Rice Warner consultant – Industry Moves, October 2016
Midwinter recruties ex Rice Warner consultant Salvador Saiz – Professional Planner, October 2016
Midwinter targets superannuation market with new hire – ifa, October 2016
Midwinter makes strategic appointment – Financial Standard, October 2016
Midwinter hires Head of Institutional Growth – Investor Daily, October 2016
Midwinter announced integration with Investment Link Real Time
Midwinter channels new data services for ‘holistic’ approach – Money Management, October 2016
Midwinter extends partnership – Financial Standard, October 2016
Major fintech partners with independent data firm – ifa, October 2016
InvestmentLink, Midwinter unveil integration – Financial Observer, October 2016
InvestmentLink provides Midwinter advisers with access to Real Time data – Australian FinTech, October 2016
Midwinter’s Naomi Christopher and SuiteBox’s Andy Marshal mull over the onset of virtual advice
What does the future of advice look like? The onset of virtual advice – Adviser Voice, October 2016
Key learnings from Silicon Valley
What we can learn from Google, Yodlee and Silicon Valley – Adviser Voice, September 2016
Midwinter announces participation in the IP Thought Leadership study tour
Why we’re fintreking to Silicon Valley – Adviser Voice, August 2016
Our Managing Director – Julian Plummer explains how financial advisers can shield themselves against cyber security threats
What LinkedIn’s latest hack means for financial advisers – Risk Adviser, August 2016
Brett Evans from Atlas Wealth (Midwinter user) speaks to International Adviser magazine about the work he has been doing with Australian expats and how technology and social media have enabled him to deliver financial planning and advice to expats in any country
Global Village – International Adviser, July 2016
Julian Plummer – opinion piece
Software drives industry regeneration – Financial Observer, July 2016
Our managing director Julian Plummer is named in KPMG’s top twenty most influential CEOs on social media
Tweeting from the Top – AFR, July 2016
Robo Advice Feature
Robo-Advice Feature – Automated Advice Feasibility – SMSF Magazine – June 2016
Midwinter’s Managing Director, Julian Plummer speaks about Robo Advice at the King and Wood Mallesons Wealth Management Series
Complexity still a hurdle for Robo-Advisers – Financial Observer, June 2016
Midwinter launches digital training portal – ‘The Midwinter Academy’
Scenario, strategy advice takes centre stage – Financial Observer, June 2016
Midwinter launches online training portal – Financial Standard, June 2016
Midwinter paves digital training path – Money Management, June 2016
Midwinter paves digital training path, launches ‘Midwinter Academy’ – Professional Planner, June 2016
Midwinter training portal to ease software transition process – ifa, June 2016
Midwinter paves digital training path, launches ‘Midwinter Academy’ – Adviser Voice, June 2016
Midwinter & SuiteBox launch integrated solution
Midwinter and Suitebox solve FoFA opt-in headache for advisers – Adviser Voice, May 2016
Midwinter and Suitebox solve opt-in issue – Money Management, May 2016|
Midwinter and SuiteBox solve FoFA opt-in headache for advisers – Professional Planner, May 2016
Midwinter, SuiteBox provide opt-in solution – Financial Observer, May 2016
Opt-in headache given mobile relief – Financial Standard, May 2016
Software partnership addresses opt-in issue – ifa, May 2016
Midwinter conducts planner survey on the proposed changes to Superannuation in the 2016 Federal Budget
Midwinter Federal Budget 2016 survey results report
Planners lash out against 2016’s Federal Budget – Adviser Voice, May 2016
Budget gets negative planner response – Money Management, May 2016
Budget super outcomes ‘a disgrace’: planners – Financial Observer, May 2016
Advisers not impressed with Budget changes – Financial Standard, May 2016
Planners lash out against 2016’s Federal Budget – Professional Planner, May 2016
Our Managing Director Julian Plummer shares his views on scaled advice
Movers and shakers in scaled advice – Money Management, April, 2016
Midwinter teams up with Licensing for Accountants to provide a technology solution for limited license holders
Midwinter develops solution for limited AFSL holders – ifa, April 2016
Midwinter partners with Licensing for Accountants – Money Management, April 2016
New service launched for accountants seeking licenses – SMSF Adviser, April 2016
Midwinter launches limited advice tech – Self Managed Super, April 2016
Midwinter partners with Licensing for Accountants – Financial Standard, April 2016
Software provider reveals accountant partnership – Accountants Daily, April 2016
Midwinter provides technology solution for limited license accountants – Professional Planner, April 2016
Midwinter partners with Licensing for Accountants to provide technology and advice solution for accountants – Adviser Voice, April 2015
Midwinter’s more cohesive approach to Robo-advice places advisers as the centre of their financial universe
Robo-advice needs genuine interaction: Midwinter – Money Management, March 2016
Robo-advice needs genuine interaction: Midwinter – FST Media, March 2016
Midwinter appoints Helen Thom to Head of Distribution and expands its sales and support team
Midwinter expands team for robo-rollout – Financial Observer, January 2016
Midwinter appoints new head of distribution – Professional Planner, January 2016
Midwinter names distribution head, positions for growth – Adviser Innovation, January 2016
Midwinter names new distribution head, prepares for growth – ifa, January 2016
Midwinter appoints new head of distribution – Money Management, January 2016
Midwinter appoints new head of distribution – Adviser Voice, January 2016
Midwinter appoints head of distribution – Industry Moves, January 2016
Midwinter expands with new distribution head – Financial Standard, January 2016
Midwinter is awarded ISO security certification
Rise in data theft opens the door for FinTech – ifa, January 2016
Complacency breeds failure. Only the paranoid survive – Professional Planner, January 2016
Information Security a key driver in FinTech for 2016 – FST Media, January 2016
Information Security priority for 2016 – Money Management – Money Management, January 2016
Complacency breeds failure. Only the paranoid survive – Adviser Voice, January 2016
Midwinter boosts the insurance modelling capability of AdviceOS
Midwinter enhances AdviceOS insurance capabilities – ifa, December 2015
Midwinter prepares for LIF with AdviceOS upgrade – Money Management, December 2015
Midwinter enhances software in light of LIF– Financial Observer, December 2015
Midwinter boosts insurance modelling capacity of AdviceOS – Adviser Voice, December 2015
Midwinter upgrades AdviceOS insurance capabilities – Adviser Innovation, December 2015
Midwinter enhances life insurance offering – Risk Info, December 2015
Midwinter announces robo-advice solution expected release
Midwinter to launch robo offering in Q1 – Financial Observer, November 2015
Midwinter beefs up its digital advice team ahead of expected product release
Midwinter nabs ex-Decimal manager ahead of product launch – ifa, November 2015
Midwinter nabs ex-Decimal executive – Adviser Innovation, November, 2015
Midwinter beefs up digital advice team ahead of expected product release – Professional Planner, November 2015
Midwinter beefs up digital advice team ahead of expected product release – Adviser Voice, November 2015
Midwinter makes hire ahead of product launch – Financial Standard, November 2015
Midwinter appoints Senior BDM – Enterprise – Industry moves, November 2015
Midwinter announces its integration with SuiteBox
Midwinter to offer virtual advice via SuiteBox integration – ifa, November 2015
Midwinter, Suitebox to deliver efficiency – Financial Observer, November 2015
Virtual advice to help regional planners – Money Management, November 2015
Midwinter to offer virtual advice through SuitebBox – Adviser Innovation, November 2015
Midwinter integrates with Suitebox, provides users with virtual advice offering – Professional Planner, November 2015
Midwinter and SuiteBox integrate – Adviser Voice, November 2015
Midwinter establishes software partnership with Wealth Today
Wealth Today integrates Midwinter software – Adviser Innovation, October 2015
Wealth Today to integrate Midwinter software – ifa, October 2015
State Super re-brands to StatePlus as part of its digital transformation project
SSFS rebrands, launches digital advice, Financial Standard, October 2015
State Super FS rebrands, mulls business expansion, ifa, October 2015
Midwinter opens offices in Melbourne, appoints Justin Labruna as Victoria State Manager
Midwinter expands to Melbourne, appoints a new head, ifa, October 2015
Midwinter expands into Melbourne, Adviser Innovation, October 2015
Midwinter appoints State Manager for new Melbourne office, Industry Moves, October 2015
Midwinter opens Melbourne office, Money Management, October 2015
Midwinter announces event partnership with XY Adviser
XY cohort collaborates to share advice, financial observer, October 2015
Midwinter offers the Dover Financial Adviser network competitive pricing package
Dover signs with Midwinter for advice expansion, Money Management, September 2015
Midwinter, Dover forge tech partnership, Financial Observer, September 2015
Dover signs agreement with Midwinter, Adviser Innovation, September 2015
Dover strikes a deal with Midwinter, ifa, September 2015
Midwinter offers Dover competitive pricing package, September 2015
Why Midwinter was chosen as part of State Super’s Future Operating Model project
From the SSFS playbook – If it ain’t broke don’t fix it, Professional Planner, September 2015
CommSec datafeeds now flowing through Midwinter’s AdviceOS
Midwinter integrates with CommSec Adviser Services, Financial Observer, September 2015
Merit Wealth pens exclusive software agreement with Midwinter
Boutique firm rolls out Midwinter software, ifa, August 2015
Midwinter partners with Merit Wealth Financial Services, Money Management, August 2015
Merit Wealth announces exclusive software agreement, Accountants Daily, August 2015
Midwinter strikes deal with Merit Wealth, Financial Observer, August 2015
Midwinter announces partnership with SSFS as part of their $50 million dollar transformation project
Midwinter partners with SSFS, moves further into digital advice, ifa, August 2015
SSFS engages Midwinter for cloud overhaul, Money Management, August 2015
SSFS starts expansion via cloud platform, Super Review, August 2015
Midwinter partners with SSFS, Professional Planner, August 2015
Midwinter partners with State Super Financial Services, Adviser Innovation, August 2015
Advice Licensee uses tech to bypass paraplanning, Financial Standard, August 2015
Our Managing Director – Julian Plummer explains in ifa why the introduction of ‘Digital’ is actually imperative to the longevity of financial advice –
Let’s get digital, ifa, August 2015
Executive Director and Head of Technology at Midwinter – Andrew McClelland has shared his insight into Digital and Robo Advice, noting that advisers should embrace online technology to bring down the cost of servicing Gen Y and low value clients –
Rethink the ‘no wealth no service approach’ approach to low value clients, afr, August 2015
Midwinter makes ex Commsec appointment
Commsec BDM joins Midwinter, ifa, July 2015
Midwinter appoints former Commsec BDM, Investor Daily, July 2015
Midwinter appoints senior BDM from Commsec, Financial Standard, July 2015
Midwinter makes ex Commsec appointment, Professional Planner, July 2015
Midwinter grows BDM ranks, Money Management, July 2015
Former Commsec BDM joins Midwinter, Industry Moves, July 2015
As part of Midwinter’s release of AdviceOS version 1.1, the company has enhanced its Data feed capabilities
Midwinter enhances data feed functionality, Financial Observer, June 2015
Managing Director of Midwinter, Julian Plummer explains why advisers share a little bit of the courageous rebelliousness we all admire in our favourite musicians or bands
Long Way to the top, ifa, June 2015
Midwinter sponsors Adviser Innovation 2015
Tech knowledge crucial to adviser success, ifa, May 2015
Midwinter launches the company’s digital advice framework
Midwinter offers digital advice tools, Money Management, May 2015
Midwinter lays out digital advice strategy, ifa, May 2015
Midwinter commits to digital advice, Investor Daily, May 2015
Midwinter unveils digital advice platform, Financial Standard, May 2015
Digital advice solution created for advisers, Riskinfo, May, 2015
Midwinter has set up a scaled advice division and appointed a former Fortnum Financial executive to lead the company’s strategy in this area
Midwinter launches scaled advice division, Financial Standard, May 2015
Midwinter appoints Scaled Advice head, Industry Moves, May 2015
Midwinter expands rapidly as momentum builds within the FinTech space
Midwinter makes senior hires – Investor Daily, April 2015
Midwinter hires from fintech competitors – ifa, April 2015
Coin, Decimal staff join Midwinter, Financial Observer, April 2015
Midwinter appoints senior developer, Industry Moves, April 2015
Midwinter appoints BDM, Industry Moves, April 2015
45% of advisers viewed robo-advice as a technology tool for advisers
Advisers un-phased by robo-advice, riskinfo, March 2014
The results of Midwinter’s Robo-Advice survey reveal that many advisers are open to the concept of Robo-Advice, however believe ASIC should place limitations on it
Advisers embrace robo-advice opportunity, ifa, March 2015
Advisers see regulated robo-advice opportunity, Financial Standard, March 2015
ASIC urged to limit robo-advice, Investor Daily, March 2015
“Software is chosen by the few and used by the many” – Managing Director, Julian Plummer speaks on the fintech panel at the ifa Business Strategy Day
CBA X-plan deal highlights dealer control, ifa, March 2015
Julian Plummer – Managing Director of Midwinter, speaks with Julie May from Financial Observer about the importance of software security
Midwinter says software due diligence needed, Financial Observer, February 2015
Midwinter flags its intention to move into the institutional dealer group space in 2015
Midwinter to enter insto advice space, Financial Observer, January 2015
Julian Plummer – Managing Director of Midwinter delves into the licencee tech conundrum
The licensee tech conundrum, ifa, November 2014
Technology to play bigger role in financial advice, but legislation lags, Professional Planner, August 2014
Midwinter continues to rank #1 for overall satisfaction in industry survey
Advisers going mobile: Investment Trends, ifa, July 2014
Xplan wins market share while Midwinter wins minds, Money Management, July 2014
Midwinter completes the infrastructure changes to its offering and moves onto the value-add stage of its future roadmap
Midwinter solution concentrates on value-adds, Financial Observer, July 2014
Despite claims to the contrary, the imminent demise of the platform sector has been greatly exaggerated
Platforms here to stay, InvestorDaily, June 2014
Advisers are increasingly moving from a “static” to “constant, moving and evolving advice models”
Midwinter heralds ‘watershed moment’, ifa, May 2014
From Bo Derek Investments, Cockroach Theory, Black Swans to Dead Cat Bounces, no other industry attracts buzzwords quite like financial services.
What can planners learn from Innovative Disruption?, Money Management, February 2014
Some planners ignoring ASIC’s no enforcement policy on FDSs for existing clients
FDS uncertainty remains despite amendment announcement, Money Management, January 2014
A convergence is taking place in financial advice due to IT innovation
Further consolidation in financial advice channels expected, ARN, January 2014
Midwinter announces Xero integration with AdviceOS
Midwinter pairs AdviceOS with online accounting platform, Financial Standard, November 2013
Midwinter and Xero announce cloud integration, ifa, November 2013
Software integration to ‘bridge’ accountant-adviser gap, SMSF Adviser, November 2013
Midwinter, Xplan add cash flow management tools, Money Management, November 2013
Midwinter announces partnership with Xero, Riskinfo, November 2013
Xero press release, Xero, November 2013
Scaled advice can be a gate-opener to comprehensive advice
Doing justice to scaled advice, Money Management, November 2013
Licensees taking very different approaches to enforcing FOFA’s best interests duty
Dealer groups diverge on best interests, IFA, October 2013
AdviceOS enable custom portals with different content, calculators, themes and graphics
Midwinter adapts planner software to client profile, Financial Standard, October 2013
Cloud-based, internet software service is the future
Cloud software in advisers’ future, IFA, September 2013
Excitement builds for 2013 Advice Roadshow with developments in social media
Social media the next phase of planning software, IFA, September 2013
Midwinter urges caution with Client Service Agreements (CSAs)
Over-promise at your peril, planners warned, Investor Daily, August 2013
The new gold standard, ifa, August 2013
Midwinter regains #1 ranking for overall satisfaction in industry survey
Midwinter surges, InvestorDaily, July 2013
Speedier SoAs boosts planner satisfaction, IFA, July 2013
Midwinter press release, July 2013
Getting your fee disclosure statements across the line
Zero to FoFA – Top tips on fee disclosure statements, Professional Planner, July 2013
Midwinter’s approach to the conflicts priority rule and best interest duties
Software providers address conflicts priority rule, Financial Observer, June 2013
Special report into FOFA – advisers between a rock and a hard place
FOFA Fatigue, Financial Standard, June 2013
Midwinter launches AdviceOS
Midwinter puts planning software into the cloud, Financial Standard, May 2013
Midwinter expands software into dealer-level online offering, Money Management, May 2013
FOFA behind Midwinter relaunch, IFA, May 2013
Midwinter rewrites planning software, Financial Observer, May 2013
Midwinter relaunches into the cloud, Investor Daily, May 2013
New advice software promises simple FoFA compliance, riskinfo, May 2013
Midwinter releases FOFA survey results
Midwinter FOFA Industry Survey, May 2013
FoFA will fail to deliver improved advice – advisers, riskinfo, May 2013
Survey reveals FOFA hostility, IFA, May 2013
Advisers not sold on FOFA, Investor Daily, May 2013
Adviser survey finds concerning lack of FOFA preparation, Investor Daily, May 2013
FDS creating confusion but also opportunities, IFA, May 2013
Financial advisers still preparing for FOFA, Insurance News, May 2013
Planning software industry not ready for FoFA opt-in hurdle, Financial Standard, 2013
Midwinter’s Esler resigns and sells stake
Esler sells stake in Midwinter, Money Management, January 2013
Midwinter adds older insurance products to its insurance module
Midwinter to make addition to Reasonable Basis, Money Management, June 2012
Midwinter implements changes announced in the 2012 May Federal Budget
Midwinter empowers adviser software, Financial Standard, May 2012
ASIC’s shadow shopping research on retirement advice
Flaws in advice system revealed by ASIC report, Financial Standard, March 2012
Future of Financial Advice (FOFA) amended start date
FOFA reform clarity still lacking, Investor Daily, March 2012
Midwinter launches new CPD solution
Midwinter launches new CPD solution, Financial Standard, February 2012
AdviserTECH tool offers advisers online CPD point system, Investor Daily, February 2012
Midwinter’s new online CPD approach, Money Management, February 2012
Staff movements at Midwinter, Peter Burns now Head of Distribution
Midwinter executive restructure, Financial Standard, November 2011
Midwinter restructures for future growth, Midwinter, November 2011
Staff movements at Midwinter
Midwinter’s Esler joins Ibbotson Associates Financial Standard, November 2011
Esler takes on new role in Midwinter restructure Money Management, November 2011
Midwinter releases inaugural Dealer Group survey
Dealer groups compete for planners, Financial Standard, September 2011
Dealer Groups on the hunt for financial planning practices, Money Management, September 2011
Midwinter’s 2011 Dealer Group survey, Midwinter, September 2011
Midwinter features strongly in latest Investment Trends 2011 Planner Technology Report
Software developers focus on simple financial advice, Money Management, September 2011
Planner software’s big five rated, Financial Standard, September 2011
Advisers across the country gathered at the 4th Annual Midwinter Roadshow
Midwinter 4th Annual Adviser Roadshow, Financial Standard, 12 September 2011
Daniel Needham of Ibbotson Associates, presents his market outlook at the 2011 Midwinter Roadshow
REITS, cash, equities the safe bet, Financial Standard, 2 September 2011
Midwinter rated #1 in overall satisfaction by its financial planner users for third year in a row
Midwinter voted the planners choice, Financial Standard, August 2011
Gold Advisers transition from Xplan to Midwinter
Gold Financial switches software provider, AFR Asset Magazine, July 2011
AdviserTECH Survey reveals attitude toward ban on mortgage exit fees and draft regulations on collectables
Planners fear SMSF collectibles burden, Money Management, June 2011
New SMSF collectables rules to increase costs, InvestorDaily, June 2011
Midwinter’s AdviserTECH Planner Survey Results, Midwinter, June 2011
Midwinter’s Peter Burns clears up misconceptions regarding SMSFs & advice requirements
Client wishes don’t waive regulations, Investor Daily, June 2011
Midwinter outlines the year ahead
Midwinter takes on Coin, Xplan – Financial Standard, May 2011
Razor gang? More like death of a thousand paper cuts…
Midwinter’s AdviserTECH 2011/12 Federal Budget Update – AdviserTECH, May 2011
Midwinter updates Client Manager & Reasonable Basis in response to FOFA reforms
Midwinter makes software changes in response to FOFA – Money Management, May 2011
Planners welcome lack of drastic changes in the 2011/12 Federal Budget
Midwinter surveys planners on budget – InvestorDaily, May 2011
Midwinter gauges adviser sentiment post budget – Money Management, May 2011
Midwinter’s Reasonable Basis updated to include new complex fees for AXA North
Midwinter software aligns with North – Money Management, April 2011
Midwinter 1st in overall satisfaction by it’s users for 2nd year in a row Investment Trends Report 2010
Midwinter leads in software satisfaction stakes – Money Management, February 2011
Midwinter technology favoured by planners – Risk Info Magazine, February 2011
Midwinter sweeps the pool – Midwinter Press Release, February 2011
Midwinter’s acquires Zurich’s AdviserTECH
Midwinter buys Zurich’s AdviserTECH – Money Management, October 2010
Midwinter buys AdviserTECH – Risk Info Magazine, October 2010
Industry commentators on Midwinter’s gaining traction in the marketplace
New software tools headed your way – Money Management, November 2010
New Software to Dramatically Reduce Time to Create SoAs – Risk Info Magazine, September 2010
How best to decrease the time taken to produce advice
Technology trifecta – transparency, productivity, profitability – Financial Planning, August 2010
Midwinter announces PlanBuilder – introduction of full plan capability
Software unlocking adviser efficiency – Money Management, August 2010
New TTRP strategy based on changes to rules around the concessional contribution caps
Midwinter models potential TTR CC cap strategy – Money Management, May 2010
Total Product Replacement released – pre-empts changes anticipated from Cooper Review
New advice software reflects regulatory pressure – Money Management, March 2010
More advisers choose Midwinter over Visiplan according to InvestorDaily research
New advice software reflects regulatory pressure – Money Management, March 2010
Midwinter ranked #1 by Investment Trends in financial planning software category
Research reveals planner’s software wishlist – Money Management, February 2010
Midwinter announces new software to assist super funds in providing limited and intra-fund advice services
Online super now a reality – Money Management, November 2009
Midwinter claims portion of the advice software market with second highest penetration in dealer groups
Reformatting the financial planning software sector – Money Management, October 2009
Midwinter wins race to with release of investment switching module
Midwinter to release investment switching module – Money Management, October 2009
Midwinter discusses some of the issues facing regional financial planners
The unique challenges of being a regional financial planner – Money Management, October 2009
Midwinter urges caution when hiring support staff with limited traditional financial planning experience
Planning practices employing tech-heads rather than experienced planners – Money Management, July 2009
Risk insurance capability added to Reasonable Basis
Midwinter adds insurance comparison module to software – Money Management, June 2009
Midwinter’s James Murphy announces the release of new super and pension strategies
Midwinter launches new pension switching strategy – Money Management, June 2009
Optimised TTR strategies more important than ever before as a result of Budget 2009
Transition to retirement strategies still attractive – Money Management, May 2009
Midwinter announces release of Gearing Manager risk tool
Software targets gearing risk – Money Management, February 2009
Midwinter enhances its software for self-managed super funds advisers with Cleardocs
Midwinter and Cleardocs form alliance – Super Review, February 2009
Midwinter considers the effect of new financial advice technology on recruitment
Recruitment – Get your practice back on the advice track – Money Management, February 2009
Midwinter’s James Murphy announces automatic upgrade enhancements to Reasonable Basis
Midwinter upgrades software – Money Management, December 2008
Midwinter bucks the recruitment trend – expands advice support team
Midwinter bolsters adviser support capability – Money Management, November 2008
Midwinter’s Managing Director offers advice to planners in dealing with today’s tough market conditions
Industry in damage control – Money Management, October 2008
The myth of integrated financial planning software
Software leads planning of the future – Financial Planning Magazine, October 2008
Midwinter releases Reasonable Basis 2.0
Midwinter releases new version of Reasonable Basis – Money Management, September 2008
Midwinter launches the new Accumulate module
Midwinter High Value Low Touch Advice Roadshow , Money Management, 2008
Midwinter Release new gearing software module
New gearing software launched – Money Management, July 2008
Midwinter Launch new gearing module
New gearing software launched – Money Management, July 2008
Midwinter confirms appointments – Peter Burns and Bill Faraj join the team
Executive Appointments – Money Management, June 2008
Midwinter sets the record straight on how software can help develop an adviser’s skills set
Hard questions about software – Money Management, June 2008
Midwinter’s Technical Basis team review the 2008 Budget
An absolute blunder 2008 Federal Budget Review – Opportunity Lost?
Budget changes to salary sacrificing into super
Payoff At Tax Time – The Australian, 28 May 2008
BT / Westpac announce platform exclusive with Midwinter
BT slashes SOA – Investor Daily, May 2008
BT Wrap gets wired into the E Generation – Money Management, May 2008
Julian Plummer announces new Midwinter technology at the 2008 SuperFunds Summit.
Software boosts super fund flows – Investor Daily, April 2008
Count Financial launch Midwinter’s RB and Back 2 Basis at their 2008 national PD days
Counting on a software back up – Money Management, March 2008
Midwinter launches Back 2 Basis – an online product and strategy advice tool
Midwinter taking advisers back to basics – Money Management, January 2008
Midwinter’s James Murphy – complying with FSR when conducting a super switch
The right reasons to super switch” – Money Management, December 2007
Midwinter’s Andrew McClelland – outlines key super strategies to minimise retirement savings gap
Taking super accumulation to the extreme – Technical Adviser FPA 2007 Conference Edition, November 2007
Midwinter embraces the idea of making planners more mobile
On the road again – Financial Planning Magazine, August 2007
Midwinter launches Contribution Uplift module
Midwinter expands Reasonable Basis – Money Management, August 2007
Midwinter’s Andrew McClelland unlocks super in retirement for low to middle incomes earners
Toolbox – Using your tax cut to super effect – Money Management, July 2007
Midwinter launches RetireMax – find the right balance between an account-based pension and a TAP
Midwinter launches new planning tool – Money Management, July 2007
Julian Plummer considers the new role financial planning software should play in regulating the advice industry
Mapping a path to self regulation – Money Management, June 2007
Why superannuation is the best game in town
Take advantage of the tax break – The Sun-Herald, June 2007
Midwinter Financial Services calls for a longer term solution
Budget super policy questioned – Investor Daily, May 2007
Advance Asset Management’s Head of Technical joins Midwinter
Midwinter appoints Head of Tech – Investor Daily, May 2007
Midwinter positions itself for the emerging duopoly in the financial planning software space
Meeting Demand or Missing the Mark? – Money Management, June 2007
Midwinter gains traction with Reasonable Basis
New Super Software Starts to Make its Mark – Money Management, Dec 2006
We are happy to receive enquiries or requests from the press.
Please direct all enquiries to:
Deborah Dalziel
Head of Marketing
[email protected]
