GARRY CROLE

Financial planning

Expected income from advisers who joined Sequoia in FY24 is three times higher than those who departed, while the shareholder dispute has caused a “positive shake-up” in ...

Financial planning

The exit of “smaller non-economic advisers” has improved net margin at Sequoia, while the divestment of Morrison Securities boosted its statutory net profit after tax for...

Financial planning

A dispute between Sequoia Financial Group and individual Tim McGowen has reached a conclusion, following a problematic acquisition of three companies....

Financial planning

Sequoia Financial Group has announced it is restructuring its business following a shareholder dispute which will see it reduce headcount by 10 per cent....

Financial planning

Sequoia chief executive Garry Crole is looking ahead beyond business disruption as the licensee receives a verdict from the Takeovers Panel regarding whether there was un...

Financial planning

Advice licensee Sequoia has revealed the outcome of its extraordinary general meeting where a group of shareholders sought to remove chief executive Garry Crole. ...

Financial planning

In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM....

Financial planning

Sequoia shareholders are due to hold a vote regarding the removal of chief executive Garry Crole and are looking to appoint the chair of a rival licensee in his place on ...

Financial planning

Sequoia chief executive, Garry Crole, has ruled out acquiring another licensee to grow its numbers and instead hopes to benefit from advisers switching licensees. ...

Financial planning

Sequoia has reported an “abnormally high” NPAT increase of more than 4,000 per cent on the previous year, while reporting strong tailwinds for its licensee division and a...

People & Products

Sequoia has completed the sale of 80 per cent of Morrison Securities to Sydney technology company, New Quantum Holdings. ...

Financial planning

Sequoia has agreed to acquire two advice firms for $3.15 million, expected to complete by the end of this month. ...

Financial planning

The wealth manager has acquired a 20 per cent stake in Euree Asset Management, a new firm headed by former AFL player James Hird, which will soon launch three fund option...

Financial planning

Sequoia Financial Group has reported net profit after tax to increased to $2.6 million from $1.7 million for the half year ended 31 December, 2021....

image
People & Products

The group has announced the appointment of three key executives to support its frontline services to its national advice network....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 2 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 3 days ago