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SEQUOIA
Financial planning
The firm’s licensee services business was a “standout” despite weaker results in FY23, says CEO Garry Crole, with attracting existing advisers a key focus in this financi...
Financial planning
The financial advice dealer group is in the process of liquidation and deregistration, Sequoia has confirmed, as the parent company seeks to achieve operational and cost ...
Funds management
The firm has announced a 55.6 per cent drop in EBITDA to $5.5 million, but remains determined in its strategic growth ambitions, with further acquisitions likely heading ...
People & Products
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
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...
People & Products
The Pro Bono Financial Advice Network has welcomed three firms to its adviser network in another step towards improving the financial wellbeing of those in need....
People & Products
The financial group’s cash at bank on settlement was expected to exceed $45 million in selling 80% of its equities clearing business to New Quantum....
Financial planning
Sequoia has detailed multiple “abnormal items” which have led to the firm cautioning on its short-term performance and considering consolidating its AFS licenses. ...
Financial planning
Sequoia Financial Group is hopeful that it will be able to “stem the bleeding” in adviser numbers with acquisitions as licensee revenue rises 15.2%....
People & Products
Sequoia has appointed Phil Osborne as head of Libertas Financial Planning....
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....
Financial planning
Sequoia Financial Group has announced the completion of the acquisition of the incorporated legal practice previously known as Topdocs Legal....
Financial planning
Sequoia, which has reported revenue from its wealth division of $62 million in FY21, has said it expects this to increase to $72 million in FY22....
Top 100
Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...
Financial planning
Sequoia will continue to acquire mid-tier licensee service businesses to provide services to 1,000 advisers by 2025....
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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...