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Midwinter Midwinter
How to tackle regulatory risk with key risk indicators (KRIs)

How to tackle regulatory risk with key risk indicators (KRIs)

January 27, 2021

Rising regulatory pressure is weighing down advisers and dealer groups. Fortunately, there's a better way to manage risk, says Midwinter's...

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

January 11, 2021

 Rapid industry changes are prompting advisers to find new ways to win clients, says Midwinter's Peter Panigiris. 

Why advisers who don’t embrace digital will be left behind

Why advisers who don’t embrace digital will be left behind

December 9, 2020

Embracing digital within your practice technology can boost profits and reduce performance risk for advisers, says Midwinter's Shannon Brown. Implementing...

Great technology means nothing without great support

Great technology means nothing without great support

December 2, 2020

Technology is crucial to deliver quality advice at scale, but without great support the foundations can quickly crumble, says Midwinter's...

Build Client Relationships at Scale – the Evolution of Scaled Advice

Build Client Relationships at Scale – the Evolution of Scaled Advice

September 18, 2020

Scaled advice is evolving to make comprehensive goals-based advice more intuitive, relevant and easier to deliver. It’s a journey aimed...

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