Madison FG rebrands to Sargon Adviser Services
Sargon-wholly owned subsidiary Madison Financial Group has announced it will be rebranded to Sargon Adviser Services.
Madison was acquired by Sargon in April, 2018, and according to Sargon Adviser Services’ chief executive, Annick Donat, it was a significant milestone in the evolution of advice services for their clients.
The rebrand would be completed in March, 2020, the firm said.
“Since the acquisition, we have aligned and strengthened our processes, procedures and governance with Sargon, whilst continuing to meet our AFSL [Australian Financial Services Licensee] obligations,” Donat said.
“As Sargon Adviser Services, we are pleased to continue our long-term commitment to advice businesses, in addition to providing them with access to next-generation technology and infrastructure to support the governance and delivery of advice.
“As we evolve towards Sargon’s integrated technology platform, our clients will benefit from increased transparency, operating efficiencies and scale, while at the same time lowering costs, reducing risk and improving compliance outcomes.”
AUTHOR
Oksana Patron
Recommended for you
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.
