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Showing 1 - 10 of 51 results for "Madison Financial Group"

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
... private wealth business, with the latter's licensing and administration support to be provided by Clime's Madison Financial Group. Clime's existing financial reserves will fund the purchase. "The acquisition of MTIS fits into Clime's strategy to create ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... period. IMAs and SMA assets stood at $1.4 billion. Total funds under management rose 6% to $5.4 billion Madison Financial Group saw funds under advice reach $4 billion in the six months, flagging that it is seeing an uptick in the number of financial ...

Madison delivers for Clime one year on

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
One year after it was acquired, Madison Financial Group has helped boost the performance of parent company Clime Investment Management. Madison, which Clime acquired in June 2020, contributed $3.6 million to the group's FY21 revenue. Madison now has ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Madison Financial Group has appointed a former financial adviser as its new national practice manager. Jason Gapps joins Clime Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
The head of advice at Madison Financial Group has been promoted to general manager in a newly created role. Jaime Johns takes on the new role after leading the advice unit for two years. She joined the group as national manager of advice and business ...

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 ...
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