SEQUOIA FINANCIAL GROUP

Financial planning

Sequoia has applied to the Takeovers Panel regarding alleged unethical practice by a group of shareholders seeking to oust its chief executive....

Financial planning

Sequoia Financial Group has seen a top-level reshuffle as the chair of the board, John Larsen, steps down after five years in the position....

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....

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

Sequoia has agreed to acquire two advice firms for $3.15 million, expected to complete by the end of this month. ...

People & Products

The group has announced the appointment of three key executives to support its frontline services to its national advice network....

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Funds management

OneVue is expecting the sale of the Madison Group to be completed in May and will look to select a preferred bidder by the end of this week....

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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...

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Financial planning

Sequoia Financial Group has announced the acquisition of national licensee Libertas Financial Planning....

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

13 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

1 day 20 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

1 day 20 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 14 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 1 day ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago