Clime to offload Madison Financial Group
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million.
Source: financialstandard.com.au
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Insignia details impact of Godfrey Pembroke exit
New Insignia Financial CEO Scott Hartley has detailed the impact of the Godfrey Pembroke exit and the progress in resetting its financial advice model in its latest quarterly results.
Source: moneymanagement.com.au
Insignia looks to asset manager for board hire
Insignia Financial has appointed the former APAC head of a global asset manager to its board.
Source: moneymanagement.com.au
Godfrey Pembroke reappoints Lonsec Research amid Insignia exit
Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ownership.
Source: moneymanagement.com.au
Financial advice M&A deals rise in Q1 2024
With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period.
Source: moneymanagement.com.au