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.”
Recommended for you
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.