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Search ResultsShowing 1 - 10 of 40 results for "Madison Financial Group"
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 ...
IRESS advances surprise bid for OneVue
KANIKA SOOD  |  MONDAY, 1 JUN 2020
... said. Separately, Sargon Capital's Chinese lender has asserted fresh claims over proceeds from the sale of Madison Financial Group and Sequoia shares, which have so far been under OneVue's control. OneVue is looking to recoup about $31 million owed to ...
Clime courts Madison Financial Group
KANIKA SOOD  |  MONDAY, 11 MAY 2020
Sydney's Clime Investment Management has emerged as a bidder for Madison Financial Group, which is currently in the process of being sold by OneVue. Madison, which is home to about 100 advisers, was previously owned by Sargon Capital but fell into ...
Sargon Capital to be liquidated
KANIKA SOOD  |  THURSDAY, 9 APR 2020
... has recouped some of it by taking control of now-sold Sargon's share in Sequoia Financial Group, and Madison Financial Group), earlier this week indicated that its preference is to recover amounts owed to it at subsidiary-level (referring to eight ...
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