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MADISON FINANCIAL GROUP
Funds management
Clime Investment Management has reported a statutory loss of $3.8 million for FY24 following a “challenging period” for the firm, however is on a “clear path to recovery”...
Funds management
Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years....
Financial planning
Licensee Infocus Wealth Management has announced it has completed the acquisition of Madison Financial Group, increasing its adviser number to more than 200....
Funds management
Clime Investment Management has entered into negotiations about a strategic business alliance with listed investment house Teaminvest Private Group in a move to return th...
People & Products
Madison Financial Group, a wholly owned subsidiary of Clime, has formed a strategic alliance with Practice Development Group, bringing combined FUA to $8 billion through ...
People & Products
Clime Investment Management has announced the appointment of Jason Gapps as national practice manager at Madison Financial Group. ...
People & Products
Clime Investment Management has announced the appointment of Jaime Johns as the general manager of Madison Financial Group, effective immediately....
Financial planning
The two firms have been unable to reach an agreement on China-Taiping’s asserted security interest over Madison Financial Group and Sequoia Financial Group sale proceeds....
Financial planning
Clime Investment Management has emerged as the buyer of Madison. ...
Financial planning
The Federal Court will ultimately decide how much OneVue retrieves from this week’s sale of the Sargon operating business, while the company maintains it is still on trac...
Financial planning
Despite the current market uncertainty, OneVue has confirmed its continuing expectation that it will complete the transaction for the sale of Madison Financial Group in A...
Funds management
OneVue has confirmed preliminary bids for dealer group Madison amid confirmation that voluntary administrators have been appointed to Sargon Capital Pty Ltd....
Financial planning
The voluntary administration of its parent company Sargon has raised questions about the future of dealer group, Madison....
Financial planning
Fintech firm, Sargon Adviser Services has announced the rebrand of its wholly owned subsidiary, Madison Financial Group to Sargon Adviser Services....
Financial planning
Accelerated institutional dislocation will facilitate growth in the mid-tier segment, according to HUB24....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....