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MADISON
People & Products
Madison Financial Group, a wholly owned subsidiary of Clime, has formed a strategic alliance with Practice Development Group, bringing combined FUA to $8 billion through ...
People & Products
Fortnum Private Wealth has appointed former financial adviser Jason Gapps as practice engagement and growth manager to help the firm grow its relationships with the advic...
Financial planning
Clime Investment Management has reported a net profit after tax of $2.2 million, a rise of 473% on the previous year, while the acquisition of Madison has helped it see a...
Financial planning
Shareholders at Clime are calling for the dismissal of director Neil Schafer, who served as co-chief executive prior to the appointment of Annick Donat. ...
People & Products
Clime Investment Management has announced the appointment of Jaime Johns as the general manager of Madison Financial Group, effective immediately....
People & Products
Madison Financial chief executive, Annick Donat has been appointed the new chief executive of Madison parent company, Clime Investment Management Limited....
Financial planning
Clime Investment Management is in the process of replacing seven of its separately managed account as it looks to streamline and consolidate arrangements around recent ac...
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....
Financial planning
Financial services technology company, Iress has moved to acquire OneVue....
Financial planning
A Chinese state-owned entity has cast a shadow over OneVue’s sale of Madison. ...
Financial planning
OneVue is in trading halt on the Australian Securities Exchange and so is Sequoia as attention focuses on the future ownership of financial planning dealer group, Madison...
Funds management
OneVue is expecting the sale of the Madison Group to be completed in May and will look to select a preferred bidder by the end of this week....
Financial planning
As the financial planning industry moves to the end of April, many eyes are being directed towards OneVue and how successful it will be in selling its financial planning ...
Funds management
OneVue has confirmed preliminary bids for dealer group Madison amid confirmation that voluntary administrators have been appointed to Sargon Capital Pty Ltd....
Funds management
OneVue managing director, Connie Mckeage has remained upbeat about the company’s potential despite its Sargon transaction resulting in a $27.089 million loss....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...