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Search ResultsShowing 1 - 10 of 43 results for "Madison Financial Group"
Clime consolidates SMAs
ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... by consolidating and replacing a number of separately managed accounts (SMAs) after its acquisition of Madison Financial Group. The investment manager initiated its Project Streamline by consolidating Madison, WealthPortal, ProActive Portfolios and AdviceNet ...
What you read in 2020
JAMIE WILLIAMSON  |  FRIDAY, 18 DEC 2020
... appointed as administrator. The event cast doubt over a number of Sargon's subsidiaries, including Madison Financial Group and Diversa Trustees. 4. AustralianSuper ups admin fees (January 22) At the start of the year, Australia's largest super ...
Clime chief executive steps down
ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
... Macrovue. Bristow oversaw significant growth for the company, including the $5 million acquisition of Madison Financial Group earlier this year. The search for Bristow's replacement has commenced and Clime director Brett Spork and chair Neil Schafer ...
Clime partners with asset consultant
ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... named Neil Schafer as chair following the resignation of Donald McLay. Earlier in the year Clime acquired Madison Financial Group which has 100 advisers with $3 billion in funds under advice and around $34 million in gross revenue.
Clime names new chair
ANNABELLE DICKSON  |  FRIDAY, 2 OCT 2020
... chair of Credit Corp Group and Registry Direct. The change in board leaderships comes as Clime acquired Madison Financial Group for an estimated $5 million in June. Of the total amount, $2.5 million is subject to a two-year escrow arrangement which reduces ...
CFS partnership to sustain advice industry
ANNABELLE DICKSON  |  FRIDAY, 11 SEP 2020
... the next 12 months and has already partnered with IOOF and its subsidiaries, Zurich, Netwealth, BT and Madison Financial Group. Striver chief executive and founder Alisdair Barr said through the partnership with CFS it wants to bring greater awareness ...
Two Sydney advice firms merge
ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
... accessible advice based on core principles of honesty and integrity. Both businesses have been licensed by Madison Financial Group for a number of years. Halcyon said it was not a decision either party made lightly. "After months of discussions it became ...
OneVue to take Taiping to court
KANIKA SOOD  |  THURSDAY, 6 AUG 2020
... court proceedings against Taiping Trustees to assert its right to about $9.4 million sale proceeds of Madison Financial Group and Sequoia shares. The ASX-listed company said its preference is still to resolve the matter out of courts but felt it necessary ...
Madison sale confirmed
JAMIE WILLIAMSON, KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
Madison Financial Group is set to be owned by Clime Investment Management, after a share sale deed was signed yesterday, as first reported by Financial Standard early this morning. OneVue this morning said the sale includes Madison Financial Group ...
Clime buys Madison Financial Group
KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 3 JUN 2020
The much-anticipated sale of Madison Financial Group was finalised Tuesday evening, with the buyer paying $4.5 million to $5 million, Financial Standard understands. Clime Investment Management will be the new owner of Madison Financial Group, which ...
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