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Midwinter announces paraplanning program

Following a successful pilot phase, the firm has partnered with three businesses to create an integrated paraplanning solution for advisers. ....

Stacey Cowan , Rocket Services , Its Paraplanning Partners Program , Paraplanning Partners Program , Scale Up Paraplanning , Inherit Australia ,

Midwinter announces integration with estate planning platform

Financial advice software firm Midwinter has announced a new integration with Inherit Australia, an estate planning platform connecting financial planners and lawyers. The integration means that adv ....

Miranda Brownlee , Andrew Zietara , Chris Hill , Inherit Australia , Investor Daily ,

Court case reignites debate on reversionary pensions, BDBNs

A recent court decision has spurred debate around reversionary pensions and binding death benefit nominations and which document should take precedence. Speaking in a recent webinar, Inherit Austral ....

Clinton Jackson , Miranda Brownlee , Aaron Dunn , Chris Hill , High Court , Inherit Australia , Cooper Grace Ward Lawyers , Grace Ward Lawyers , Scott Hay Bartlem , Investor Daily ,