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Showing 1 - 10 of 46 results for "Madison Financial Group"

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
... is delighted to have secured Annick as our new group [chief executive]. Since the acquisition of MFG [Madison Financial Group], Annick has displayed a deep understanding of Clime's business and is expertly positioned to drive our next phase of growth ...

Clime revamps strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
... of the renewal process for Clime Direct subscribers, launching an open wholesale advice solutions for Madison Financial Group clients and implementing integrated business dashboards for Madison practices. Clime also completed work to return funds to ...

Former Clime chief in new role

ANNABELLE DICKSON  |  THURSDAY, 11 MAR 2021
... joining from Macrovue. Bristow oversaw significant growth for Clime, including the $5 million acquisition of Madison Financial Group earlier this year. Investible closed its first venture capital fund last year with more than $22 million and invested ...

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 ...
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