Midwinter Financial News Today : Breaking News, Live Updates & Top Stories | Vimarsana

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

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.

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 del...

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. A A 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 ...

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.  A 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 ...