SEQUOIA FINANCIAL GROUP
Financial planning
Advice licensee Sequoia Financial Group has promoted Sophie Chen as an executive director, following her work on the firm’s Asia Pacific strategy. ...
Financial planning
With reporting season concluded for another financial year, Money Management rounds up the result of Australia’s listed advice licensees and where they are looking to in ...
Financial planning
Sequoia Financial Group has revealed the scale of complaints lodged with the Australian Financial Complaints Authority relating to its role in the Shield Master Fund and ...
Financial planning
Sequoia Financial Group non-executive director Charles Sweeney has stepped down from the board of the licensee after six years....
Financial planning
Former national business growth manager at AMP Advice has taken a new role at Sequoia Financial Group....
Financial planning
Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia....
Financial planning
Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee....
Financial planning
Sequoia Financial Group’s business simplification program has led to a strong profit growth for the first half of FY25, saying it is “out of the congestion and onto the f...
Financial planning
Sequoia Financial Group has declined by five financial advisers in the past week, four of whom have opened up a new AFSL, according to Wealth Data....
Financial planning
The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia....
Financial planning
Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year....
Financial planning
Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm....
Financial planning
Expected income from advisers who joined Sequoia in FY24 is three times higher than those who departed, while the shareholder dispute has caused a “positive shake-up” in ...
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....
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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...