Search Results | Showing 11 - 20 of 68 results for "Sequoia" |
| | ... enterprise value of New Quantum at $1.1 billion, following its acquisition of a majority interest in Morrison Securities from Sequoia Financial Group in June. "New Quantum's technology and platform have the potential to revolutionise the financial services ... |
| | | ... manager has acquired a stake in a recently launched investment manager and will support the roll-out of three new funds. Sequoia has bought 20% of Euree Asset Management for a cash consideration of $500,000. Euree was formed at the beginning of this ... |
| | | ... compliance solutions for financial advisers. In the past, it has joined forces with the likes of Asendium, Diverger and Sequoia. The integration is set to classify, review, and analyse advice more rapidly, Fourth Line chair David Travers said. "It will ... |
| | | The Pro Bono Financial Advice Network (PFAN) has joined forces with Zurich Assure, InterPrac and Sequoia to deliver pro bono advice to individuals living with personal health issues. Through the partnership, the financial institutions will work with ... |
| | | Sequoia Financial Group is offloading 80% of Morrison Securities to a digital wealth platform for $40.5 million. The listed wealth group is divesting 80% of its equity interest in the stockbroker to New Quantum Holdings, leaving Sequoia's balance sheet ... |
| | | Sequoia Financial Group has updated its profit guidance for the first half, saying several "abnormal items" will negatively impact its bottom line. In November, the group said it was expecting EBITDA in the first half of between $4 million to $5 million. ... |
| | | Former Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ... |
| | | The diversification strategy of Sequoia Financial Group's licensee services business has delivered strong results in the interim reporting period. The professional services division, which provides licensed services to financial advisers, as well ... |
| | | Sequoia Financial Group announced the appointment of three executives to bolster its national advice network. Barry Strapps has joined as regional manager for South Australia and Western Australia. He joined InterPrac last year and prior to that worked ... |
| | | Sequoia Financial Group (Sequoia) has announced the acquisition of the incorporated legal practice previously known as Topdocs Legal (TDL), now renamed Docscentre Legal (DCL). Boosting its professional services division, Sequoia has paid $330,000 for ... |
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