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Showing 31 - 40 of 86 results for "Sequoia Financial"

Powerhouse Ventures to acquire Aliwa

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... 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, and Corporate Connect ...

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
... 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. Sequoia ...

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 ...

Sequoia chief reappointed, hunt for successor kicks off

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
Sequoia Financial Group chief executive Garry Crole has accepted a fixed-term contract that will see him extend his tenure to June 2026, but succession planning efforts are afoot. This fulfills the promise made in a company presentation to investors ...

Rogue Sequoia shareholders slapped with orders

KARREN VERGARA  |  MONDAY, 15 JUL 2024
The Takeovers Panel has slapped a series of orders on Sequoia Financial Group shareholders who attempted to overthrow the leadership. The panel handed down several restrictions on the rogue shareholders and their associated entities that have substantial ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
Sequoia Financial Group's head of professional services, who worked with a group that attempted to overthrow the current leadership, has left the firm as part of an executive and structural shake-up. Brent Jones was appointed as head of Sequoia's professional ...

Panel declares 'unacceptable circumstances' for Sequoia

KARREN VERGARA  |  TUESDAY, 2 JUL 2024
... Takeovers Panel declared that rogue shareholders, which include Glennon Capital, seeking to gain control of Sequoia Financial Group were not transparent about their relationship and breached substantial shareholder laws. In an update to the ASX relating ...

Sequoia chief learns his fate at EGM

ELIZA BAVIN  |  THURSDAY, 6 JUN 2024
Sequoia Financial Group held an extraordinary general meeting (EGM) this week to consider a resolution to remove chief executive and managing director Garry Crole. Shareholders voted against removing Crole, securing 59.95% of the votes, with 40.05% ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
The stoush over who should control Sequoia Financial Group takes another turn as chief executive Garry Crole and non-executive director Kevin Pattison call upon the Takeovers Panel to intervene in their potential ousting. Crole and Pattison, on behalf ...