Sequoia has reported an “abnormally high” NPAT increase of more than 4,000 per cent on the previous year, while reporting ...
Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the ...
Sequoia is seeking $3.5 million in damages from Tim McGowen, following the acquisition of Informed Investor in April 2022.
Sequoia has made its latest acquisition of a national paraplanning service as it seeks to expand its offering for advisers.
Wealth Data has revealed the top 10 financial advice licensees for adviser growth and losses in the last year, even ...
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for ...
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers.
Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects ...
Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
