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Showing 21 - 30 of 82 results for "Sequoia"

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA | FRIDAY, 1 SEP 2023

Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ...

Sequoia hires chief operating officer

JAMIE WILLIAMSON | TUESDAY, 8 AUG 2023

The former chief distribution officer at Praemium is starting a new gig with Sequoia Financial Group, alongside two other new hires from ASIC and WT Financial Group. Martin Morris will commence as the wealth group's chief operating officer on August ...

Sequoia expands professional services arm

CASSANDRA BALDINI | WEDNESDAY, 12 JUL 2023

... of companies, trusts, and self-managed super funds. Meanwhile, Castle Legal is its boutique legal practice subsidiary. Sequoia said the acquisition of the Castle businesses is expected to boost the EBITDA of its professional services division by $800,000 ...

Morrison Securities pays infringement over DTRs

CHLOE WALKER | THURSDAY, 22 JUN 2023

... said that having DTRs manually review such a large volume of trades per day "is not best industry practice." In March, Sequoia Financial Group offloaded 80% of its stake in Morrison to New Quantum Holdings. At the time, Sequoia's board said Morrison's ...

New Quantum reveals Nasdaq listing plans

CHLOE WALKER | FRIDAY, 16 JUN 2023

... 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 ...

Sequoia backs budding investment manager

CASSANDRA BALDINI | TUESDAY, 13 JUN 2023

... 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 ...

Advice regtech acquires TIQK assets

KARREN VERGARA | WEDNESDAY, 7 JUN 2023

... 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 ...

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI | WEDNESDAY, 31 MAY 2023

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 ...

Morrison Securities stake to net Sequoia $40m

JAMIE WILLIAMSON | THURSDAY, 9 MAR 2023

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 FG revises profit expectations

JAMIE WILLIAMSON | MONDAY, 23 JAN 2023

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. ...

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Macquarie AM splashes billions on Applied Digital Corporation

MATTHEW WAI

Macquarie Asset Management (MAM) has pledged US$5 billion to NASDAQ-listed Applied Digital Corporation, which provides high-performance computing (HPC) data-centre solutions.

Subscription EVs attract HESTA, IFM interest

JAMIE WILLIAMSON

IFM Investors and HESTA, by way of its mandate with the former, will take a 49% stake in Splend Group, a provider of subscription electric vehicles.

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN

AMP deputy chief economist Diana Mousina has listed her top five wishlist items for 2025, with hopes for lower inflation and avoiding a trade war.

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA

MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business.

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Jenny Taing

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'Chameleon ETFs': Still groundbreaking and here to stay?

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Five principles for successful family office investing

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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