Search Results | Showing 11 - 20 of 44 results for "Sequoia Financial Group" |
| | | ... Hird and chair Alan Hall. A further $500,000 will also be offered in the form of provisions and services, Sequoia Financial Group investment manager Winston Sammut explained to Financial Standard. The services include the addition of Sammut and "a number" ... |
| | | | 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 ... |
| | | | ... offering, obtaining a new general insurance AFSL and acquiring the customer book of a brokerage firm. Sequoia Financial Group has acquired the customer book of Tag Insurance Brokers, its associated business assets, and independent premium funding company. ... |
| | | | 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 ... |
| | | | ... announced that it would launch a local high-net-worth offering for private clients. Shortly after that, Sequoia Financial Group launched Sequoia Family Office targeting those with between $5 million and $100 million in investable assets. |
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