SEQUOIA

Financial planning

Sequoia Financial Group has announced the completion of the acquisition of the incorporated legal practice previously known as Topdocs Legal....

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Financial planning

Sequoia, which has reported revenue from its wealth division of $62 million in FY21, has said it expects this to increase to $72 million in FY22....

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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...

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Financial planning

Sequoia will continue to acquire mid-tier licensee service businesses to provide services to 1,000 advisers by 2025....

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Financial planning

Sequoia Financial Group has launched a family office business and acquired client books of Macro Investment Advisory. ...

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Features

Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers....

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Financial planning

There will be opportunities for those advisers who opt out from continuing to provide the advice to stay in the industry by carrying on as business owners, Sequoia Financ...

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Financial planning

Sequoia Financial Group has entered into a purchase of assets agreement with Total Cover Australia, via the company’s wholly owned subsidiary InterPrac....

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Financial planning

OneVue has managed to sell its Sequoia Financial Group stake and is now looking to sell down Madison....

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Financial planning

It will be business as usual for InterPrac following Sequoia’s purchase of the licensee, with the firm to remain independent of institutional influence....

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Financial planning

MDS Financial Group will rebrand as Sequoia Financial Group Limited, after shareholders approved the name change....

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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 12 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 13 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 13 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago