GARRY CROLE
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....
People & Products
The group has announced the appointment of three key executives to support its frontline services to its national advice network....
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
Although the industry continues to lose advisers, this week’s data from HFS Consulting has shown that the losses were lower compared year-on-year. ...
Financial planning
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...
Financial planning
Sequoia Financial Group has announced the acquisition of national licensee Libertas Financial Planning....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...