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SEQUOIA
Financial planning
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....
Financial planning
Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a “rare” occurrence given the group’s strong growth in 2...
Financial planning
Inorganic growth is the trend of the day for licensees as multiple chief executives indicate how they intend to grow their businesses in 2024. ...
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...
Financial planning
Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the industry, but the smaller party needs to ensure it doesn’t create...
Financial planning
Sequoia is seeking $3.5 million in damages from Tim McGowen, following the acquisition of Informed Investor in April 2022. ...
Financial planning
Sequoia has made its latest acquisition of a national paraplanning service as it seeks to expand its offering for advisers....
Financial planning
Wealth Data has revealed the top 10 financial advice licensees for adviser growth and losses in the last year, even as the industry rounds out at 15,667 advisers for 2023...
Features
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...
Financial planning
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers....
Financial planning
Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...
Financial planning
Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more than 100 advisers....
Financial planning
Sequoia Financial Group has welcomed an additional five financial advisers to its ranks, reporting positive adviser growth in three out of four weeks this month, accordin...
People & Products
Sequoia has completed the sale of 80 per cent of Morrison Securities to Sydney technology company, New Quantum Holdings. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...