Sequoia has appointed Phil Osborne as head of Libertas Financial Planning.
Sequoia Financial Group has reported net profit after tax to increased to $2.6 million from $1.7 million for the half ...
Sequoia Financial Group has announced the completion of the acquisition of the incorporated legal practice previously known as Topdocs Legal.
Sequoia, which has reported revenue from its wealth division of $62 million in FY21, has said it expects this to ...
Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas ...
Sequoia will continue to acquire mid-tier licensee service businesses to provide services to 1,000 advisers by 2025.
Sequoia Financial Group has launched a family office business and acquired client books of Macro Investment Advisory.
Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial ...
There will be opportunities for those advisers who opt out from continuing to provide the advice to stay in the ...
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...
