ANNICK DONAT

Financial planning

Bucking the trend of declining adviser numbers, Clime Investment Management wants to increase its adviser network by 5%-10% over the next calendar year....

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People & Products

Clime Investment Management has announced the appointment of Jaime Johns as the general manager of Madison Financial Group, effective immediately....

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People & Products

Madison Financial chief executive, Annick Donat has been appointed the new chief executive of Madison parent company, Clime Investment Management Limited....

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Financial planning

The sale of Madison Financial Group to Clime Asset Management is complete but OneVue will have to continue haggling with a major Chinese Sargon creditor....

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Financial planning

Fintech firm, Sargon Adviser Services has announced the rebrand of its wholly owned subsidiary, Madison Financial Group to Sargon Adviser Services....

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Policy & Regulation

Industry experts told Money Management and Super Review’s Future of Wealth Management conference that while changes from the Royal Commission are welcomed, the regulators...

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Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 4 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 4 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 23 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago