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SEQUOIA
Financial planning
Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm....
Financial planning
Advice licensee Sequoia has shared an update on the streamlining of its operations, with investment in salaried advisers identified as an increased focus. ...
Funds management
The acquisition of Informed Investor from Sequoia by Powerhouse Ventures is the first step in the firm’s new strategic process to enter into the financial advisory and fu...
Financial planning
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022....
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
Libertas Financial Planning saw its AFSL cancelled this month after the CSLR paid out compensation to a victim; details have been shared on the firm’s mistakes that led t...
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
Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute....
Financial planning
Sequoia Financial Group has confirmed chief executive Garry Crole will remain at the firm until June 2026 but will work on a succession plan for his replacement....
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
Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?...
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
Three of Australia’s largest licensees saw growth in their financial advice numbers over the past week, despite an overall double-digit decline across the wider industry....
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. ...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....