News you might’ve missed
Troy Scott – FS Power50 Finalist
A HUGE congratulations to Troy Scott from Scott Wealth for making the shortlist of the Financial Standards Top 50 Most Influential Advisers.
Please make sure to cast your vote for Troy through this link: https://www.financialstandard.com.au/voting/?id=20710
Fee Consent Matrix of Fund Providers
We have put together a matrix of Fund Providers and their requirements for fee consent. We will continue to update this matrix as more information becomes available.
CLICK HERE to access the the matrix.
Articulating and implementing your Investment Philosophy
Following the recent webinars we have held, the Investment Philosophy workbook has been finalised and is now available on the Adviser Portal here.
Should you have any questions or would like to arrange a one on one session, please do not hesitate to contact us at investmentservices@madisonfg.com.au or call 1300 789 575.
Good Governance Summit
We’d like to thank everyone who joined the online Good Governance Summit last week and contributed to the success of that event.
Following on from the Summit please find the below resources;
Good Governance Summit key take outs – Day 1 & 2 Mind Map
Active File Review Workshop – STOP START CONTINUE
In this Edition
| · A message from Jaime | · The View from Clime | · Upcoming Events |
News you might’ve missed
Troy Scott – FS Power50 Finalist
A HUGE congratulations to Troy Scott from Scott Wealth for making the shortlist of the Financial Standards Top 50 Most Influential Advisers.
Please make sure to cast your vote for Troy through this link: https://www.financialstandard.com.au/voting/?id=20710
Fee Consent Matrix of Fund Providers
We have put together a matrix of Fund Providers and their requirements for fee consent. We will continue to update this matrix as more information becomes available.
CLICK HERE to access the the matrix.
Articulating and implementing your Investment Philosophy
Following the recent webinars we have held, the Investment Philosophy workbook has been finalised and is now available on the Adviser Portal here.
Should you have any questions or would like to arrange a one on one session, please do not hesitate to contact us at investmentservices@madisonfg.com.au or call 1300 789 575.
Good Governance Summit
We’d like to thank everyone who joined the online Good Governance Summit last week and contributed to the success of that event.
Following on from the Summit please find the below resources;
Good Governance Summit key take outs – Day 1 & 2 Mind Map
Active File Review Workshop – STOP START CONTINUE
In this Edition
| · A message from Jaime | · The View from Clime | · Upcoming Events |