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Clime to offload Madison Financial Group

Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. ....

Annick Donat , Darren Steinhardt , Madison Financial Group , Godfrey Pembroke Practice Development Group , Certane Corporate , Clime Investment Management , Infocus Wealth Management , Godfrey Pembroke , Practice Development Group ,

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. ....

Scott Hartley , Godfrey Pembroke , Mark Oliver , Practice Development Group , Insignia Financial Professional Services Advice , Insignia Financial , Rhombus Advisory , Professional Services Advice ,

Insignia looks to asset manager for board hire

Insignia Financial has appointed the former APAC head of a global asset manager to its board. ....

New Zealand , United Arab Emirates , Scott Hartley , Elizabeth Flynn , David Chalmers , Gai Mcgrath John Selak , Michelle Somerville , Callan Griffiths , Godfrey Pembroke , Renato Mota , Practice Development Group , Commonwealth Bank , Former Russell Investments , Jodie Hampshire , Russell Investments , Mercer Investments , Andrew Bloore ,

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. ....

Mark Fisher , Godfrey Pembroke , David Chalmers , Michael Wright , Godfrey Pembroke Group , Practice Development Group , Insignia Financial ,

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. ....

New South Wales , David Chalmers , Godfrey Pembroke , Paul Barrett , Hugh Humphrey , Practice Development Group , Solutions Centric , Money Management , Sequoia Financial , Clique Paraplanning , Insignia Financial , Clearview Wealth ,