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Showing 31 - 40 of 116 results for "Sequoia"

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
Sequoia Financial Group has appointed Daryl Stout as head of licensee and adviser services, set to join the leadership team later this month. Stout will report directly to chief executive Garry Crole and will be responsible for growth, operational excellence ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... concerning certain managed investment schemes, including First Guardian. Venture Egg is an authorised representative of Sequoia Financial Group's InterPrac Financial Planning. Osama Saad, the director of defunct firms Aus Super Compare and Atlas ...

Future Group, family offices back US$100m AI-focused fund

MATTHEW WAI  |  TUESDAY, 18 MAR 2025
... River Capital said. The firm has over $1.2 billion assets under management. It also links up with US investors such as Sequoia Capital, Khosla Ventures and Spark Capital to invest in Australian tech, and scale domestic companies in the US and other markets. ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
The Australian Wealth Advisors Group (AWAG) has become a major shareholder in Sequoia Financial Group. AWAG, which is also ASX-listed, has an 18.02% stake in Sequoia across more than 22.37 million securities. According to the 2024 annual report, Unrandom ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... much harder to just walk away from a subsidiary," he said. The defunct Libertas Financial Planning, which was owned by Sequoia Financial Group, is one example where ASIC cancelled the AFSL for failing to pay an AFCA determination. Last week, ASIC canned ...

Powerhouse Ventures to acquire Aliwa

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... presenting itself in micro-cap stocks and the risk asset landscape. Separately, Powerhouse has acquired Informed Investor from Sequoia Financial Group. Sequoia in exchange took two million shares in Powerhouse. It acquired Informed Investor, ShareCafe ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
Sequoia Financial Group gained a net of 14 financial advisers to end up with about 350 representatives at the end of the 2024 financial year. Sequoia added 70 advisers to the stable but lost 56, most of whom were from "non-economic practices who closed ...

ASIC scraps Libertas' AFSL for unpaid compensation

KARREN VERGARA  |  TUESDAY, 20 AUG 2024
... folding. That claim then progressed to the CSLR, which ultimately paid an undisclosed amount to the consumer on July 24. Sequoia Financial Group acquired Libertas in 2019, which had about 23 advisers and $1 billion in funds under management at the time. ...

Another chair for Sequoia

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
The leadership tumult at Sequoia Financial Group continues as it appoints another chair in less than four months. Sequoia today announced that Mike Ryan is its new non-executive chair, replacing Charles Sweeney who assumed the role on April 18. The ...

Private capital fundraising remains in the doldrums: Preqin

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... $3 billion in the first quarter to $4.5 billion. This was primarily driven by Chinese-focused funds, particularly the Sequoia Capital China Venture Capital Fund, which secured $2.5 billion in the second quarter. Interestingly, India also emerged as a ...