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Showing 1 - 10 of 68 results for "Madison Financial Group"

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... AMP deputy chief economist Diana Mousina, who is an independent investment committee member, and former Madison Financial Group general manager and Clime Private Wealth lead Jaime Johns, serving as non-executive chair. Meanwhile, Fiduciary Partners was ...

Clime gains ground on culture, business model reset

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

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... advisory unit. Clime 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 ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... On the other hand, AMP Financial Planning, which is now part of Entireti's Akumin, Merit Wealth and Madison Financial Group had the biggest falls in adviser numbers. They each lost 53, 48 and 28 advisers respectively. Last June, Madison Financial's ...

Clime shakes up board again

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

Clime posts $3.8m loss

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
... billion due to a $240 million investment management mandate. As previously reported by Financial Standard, Madison Financial Group and WealthPortal were divested in June; funds under advice associated with these entities are no longer reported. Clime ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... $0.8 million of annual recurring revenue in FY25. 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 ...

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... decided to step down after three years in the top job. Her final day is July 31. Before Clime, Donat led Madison Financial Group as chief executive for more than four years and was previously its responsible manager. Prior to Madison, she was BT Group ...

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
Clime Investment Management has completed the sale of Madison Financial Group after entering a strategic partnership with Infocus Wealth Management. The parties previously entered a full form binding sale deed to implement the sale and strategic partnership ...

AustralianSuper bears brunt of complaints: AFCA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... Financial Planning recorded 19 complaints, 10 of which closed at case management stage. Advice Essentials and Madison Financial Group received eight complaints each. Derivatives and hedging securities comprised most of the complaints in the investments ...
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