Clime to offload Madison Financial Group
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million.
Stay updated with breaking news from Darren Steinhardt. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million.
Daily online news, analysis, feature articles, reports and business strategy geared to helping Australia's financial planners and advisers drive business growth
Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million.
Infocus has launched the ‘Magic Button’ functionality which will integrate the licensees advice management system PlatformplusAMS and platform PlatformplusWRAP.
As the adviser pool shrinks inexorably, progressive advice groups are going on the front foot to recruit the next generation, getting a foothold in universities and funneling work experience trials into PY candidates that relish having a path to the profession.