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February 14, 2024
The aggregator’s new addition to its lending panel seeks to further diversify its service offering to its broker network.
February 13, 2024
Brokers have opportunity to diversify offering
March 22, 2022
Midwinter Financial Services has announced that its advice software has been selected by AIA Australia for their Financial Wellbeing business.
March 21, 2022
Midwinters financial advice software has been chosen to underpin AIAs recently established advice business.
March 21, 2022
The life insurer’s new advice business will be backed by the software provider. On Monday (21 March), AIA Australia announced it had selected Midwinter’s advice software for their financial wellb
March 7, 2022
Taking a holistic approach to overall client wellbeing and technology adoption will be crucial for successful planning firms.
March 4, 2022
Financial advisers are calling out the federal governments regulatory backflip, which floated the idea that the industry can operate under a principles-based regime.
March 3, 2022
The federal government must be held accountable for making sweeping promises around reducing compliance and qualification red tape, a financial advice industry event has heard.
August 27, 2021
Commonwealth Bank will partially transfer its salaried advice business, Commonwealth Financial Planning, to AIA Australia’s new advice subsidiary.