Sequoia financial group

Financial planning

Sequoia looks to organically grow licensee market share

Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm....

Financial planning

Sequoia’s Crole expectant of higher income from new advisers

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

Sequoia calls in Takeovers Panel over shareholder dispute

Sequoia has applied to the Takeovers Panel regarding alleged unethical practice by a group of shareholders seeking to oust its chief executive....

Financial planning

Sequoia chair steps down

Sequoia Financial Group has seen a top-level reshuffle as the chair of the board, John Larsen, steps down after five years in the position....

Financial planning

Sequoia targets 500 advisers by 2026 through small AFSL acquisitions

Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more than 100 advisers....

People & Products

Sequoia hires former Praemium exec

Former Praemium chief distribution officer, Martin Morris, has found a new role at Sequoia Financial Group, among three senior appointments made by the firm. ...

Financial planning

Sequoia expands with $3.1m acquisition

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

People & Products

Sequoia bolsters advice network

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

Funds management

OneVue to select Madison bidder by this week

OneVue is expecting the sale of the Madison Group to be completed in May and will look to select a preferred bidder by the end of this week....

Financial planning

Sequoia flags offloading under-performing businesses

Publicly-listed financial services group, Sequoia may have just acquired Libertas Financial Planning but it is ready to offload businesses that don’t meet its return on e...