Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 376 results for "SEQ"

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... bringing down the cost of advice provision". DCL will retain all existing TDL staff and will relocate the business to the SEQ Melbourne offices. All current work in progress will be completed under the DCL branding. "This acquisition will enhance SEQ's ...

Australian Ethical takes stake in boutique

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
Australian Ethical has acquired a stake in the newly launched Sentient Impact Group, a boutique chaired by former NAB chief Andrew Thorburn. Australian Ethical's minority stake comes to $5.2 million, giving it a non-executive seat on Sentient's ...

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio. Using the 3.3% rate over a 30-year time horizon, Morningstar found that newly minted retirees cannot safely withdraw 4% of their initial ...

Packhorse names ESG head

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
The agriculture cattle property investment manager appointed a head of ESG, specialising in soil carbon. Elaine Mitchell will be responsible for ensuring nature and biodiversity is at the forefront of operations, while generating consistent and sustainable ...

Saxo taps Bell Direct, IOOF talent

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
Saxo Markets has made two senior appointments in its Australian team, hiring a high-profile broadcaster from Bell Direct and a national manager from IOOF. Jessica Amir has been appointed Saxo's Australian market strategist. She joins from Bell Direct ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... business assets, and independent premium funding company. It has also secured a new general insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers, and compete with other general ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The $28 billion wealth management firm awarded a mandate to a local fintech as it looks to enhance its client onboarding experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers ...

Australian Ethical makes strategic investment

ELIZABETH MCARTHUR  |  MONDAY, 20 SEP 2021
Australian Ethical has made a strategic investment in Main Sequence, a deep technology investment fund founded by the CSIRO. Main Sequence welcomed the investment, saying that it will apply venture capital to play a role in solving challenges in health ...

MySuper continues stellar performance

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
MySuper products continue to deliver returns averaging 20% at the end of July, Rainmaker analysis shows. Rainmaker's MySuper Index returned 19.2% in the year to July 2021, surpassing June's rolling one-year return by 40 basis points. This makes July ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
Sequoia Financial Group continues to benefit from the highly competitive sector of financial adviser support services, which doubled its revenues in the last two years. Sequoia's wealth division, which provides licensee services to over 400 authorised ...