SEQUOIA FINANCIAL GROUP
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....
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....
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....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...