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SEQUOIA
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
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...