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SARGON
Financial planning
Clients of a financial adviser being investigated by the corporate regulator for contravening the law were still being put into Diversa products while the investigation w...
Policy & Regulation
Levitas Capital is seeking redress for their losses after the firm’s trustee and administrator allegedly failed to stop fraudulent transactions after a cybersecurity brea...
Financial planning
The two firms have been unable to reach an agreement on China-Taiping’s asserted security interest over Madison Financial Group and Sequoia Financial Group sale proceeds....
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
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...
Financial planning
The Federal Court will ultimately decide how much OneVue retrieves from this week’s sale of the Sargon operating business, while the company maintains it is still on trac...
Superannuation
The newly formed entity has completed the purchase of Diversa Trustees, CCSL, and Tidswell Financial Services....
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....
Financial planning
The rebranding of Madison to Sargon has been halted as OneVue and the Sargon administrators and receivers work out the future of the dealer group....
Financial planning
Fintech firm, Sargon Adviser Services has announced the rebrand of its wholly owned subsidiary, Madison Financial Group to Sargon Adviser Services....
Policy & Regulation
Australian Executor Trustees is expected to be ordered to pay $80 million in compensation plus costs to victims of the SEAS Sapfor forestry scheme. ...
Superannuation
In what represents further consolidation of the sector, financial technology company Sargon has announced it has acquired the Trustee Services business, comprising Divers...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...