Madison FG rebrands to Sargon Adviser Services
Sargon-wholly owned subsidiary Madison Financial Group has announced it will be rebranded to Sargon Adviser Services.
Madison was acquired by Sargon in April, 2018, and according to Sargon Adviser Services’ chief executive, Annick Donat, it was a significant milestone in the evolution of advice services for their clients.
The rebrand would be completed in March, 2020, the firm said.
“Since the acquisition, we have aligned and strengthened our processes, procedures and governance with Sargon, whilst continuing to meet our AFSL [Australian Financial Services Licensee] obligations,” Donat said.
“As Sargon Adviser Services, we are pleased to continue our long-term commitment to advice businesses, in addition to providing them with access to next-generation technology and infrastructure to support the governance and delivery of advice.
“As we evolve towards Sargon’s integrated technology platform, our clients will benefit from increased transparency, operating efficiencies and scale, while at the same time lowering costs, reducing risk and improving compliance outcomes.”
Recommended for you
With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.
AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.
An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.