SEQUOIA
Financial planning
Sequoia Financial Group has announced the completion of the acquisition of the incorporated legal practice previously known as Topdocs Legal....
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....
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
Sequoia will continue to acquire mid-tier licensee service businesses to provide services to 1,000 advisers by 2025....
Financial planning
Sequoia Financial Group has launched a family office business and acquired client books of Macro Investment Advisory. ...
Features
Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers....
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...
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....
Financial planning
OneVue has managed to sell its Sequoia Financial Group stake and is now looking to sell down Madison....
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....
Financial planning
MDS Financial Group will rebrand as Sequoia Financial Group Limited, after shareholders approved the name change....
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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...