Search Results | Showing 1 - 10 of 80 results for "Infocus" |
| | | Scarcity Partners have taken a minority stake in Infocus Wealth Management (Infocus). The financial terms and percentage holding remain undisclosed. Scarcity Partners notes the deal reflects growing demand for strategic capital among advice businesses ... |
| | | | ... industry feels it and it's sad that certain people have acted this this way." Amanda Doyle, the managing director of Infocus City West based in Perth, has personally engaged with several clients who have been affected. "It's been devastating ... |
| | | | Infocus has named its head of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure ... |
| | | | ... stepped down from her role as chief executive in July 2024. Baragwanath began with the sale of Madison Financial Group to Infocus. "That was because there were big claims risks from the licence. There would be costs on the licence, it never made money ... |
| | | | ... managing director Michael Baragwanath attributed part of the turnaround to offloading Madison Financial Group last June to Infocus. "The past twelve months have been about rebuilding. The sale of Madison Financial Group was only the beginning; turning ... |
| | | | ... respectively. Last June, Madison Financial's parent company Clime completed its divestment of the advice group to Infocus Wealth Management. At March end, Infocus was the 10 th largest non-aligned dealer group with 148 advisers. The top three non-aligned ... |
| | | | ... manager, strategic relationships after also adding a chief financial and operations officer. Matthew Fogarty has joined the Infocus team in the strategic relationships role, bringing more than 25 years' experience in financial services. He has previously ... |
| | | | ... period" for Clime, reporting a statutory loss of $3.8 million. During the period, it offloaded Madison Financial Group to Infocus Wealth Management due to the complexities and costs associated with licensing financial advisers. In the three months to ... |
| | | | ... During the quarter, Clime finalised its divestment of Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. Clime retains Clime Private Wealth and Pro-Active Portfolios, which was Madison's former separately ... |
| | | | ... a significant restructure, including the most recent sale of Madison and the managed accounts platform WealthPortal to Infocus for $2 million. It flagged intentions to just focus on private wealth. In late 2021, Clime entered an agreement to combine ... |
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