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Showing 1 - 10 of 80 results for "Infocus"

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
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 ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... 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 reinforces focus on adviser support, governance with new hire

MATTHEW WAI  |  TUESDAY, 10 MAR 2026
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 ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... 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 ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... 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 ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... 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 ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... 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 ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... 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 ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... 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 ...

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... 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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