Search Results | Showing 31 - 40 of 44 results for %22Sequoia Direct%22 |
| | | Sequoia Financial Group's chief executive and managing director Scott Beeton is bidding farewell after nine years with the company. Beeton has also resigned as a director of the group effective February 4. In November 2018, Beeton flagged he would transition ... |
| | | | Sequoia Financial Group appointed an investment management veteran as a non-executive director. Timothy Martin is a director and co-founder of private debt and direct lending boutique investment management firm Causeway Financial. Martin brings more ... |
| | | | ... Financial Group noted the sale of its direct equities business in a market update. Sequoia said it was selling Sequoia Direct as part of a "simplication of its overall operation by reducing the number of AFSLs operated within the Sequoia group." Sequoia ... |
| | | | Sequoia Financial Group's advice business delivered strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% ... |
| | | | Sequoia Financial Group is welcoming a new non-executive director to its board. Former Odyssey Funds Management chairman John Larsen has joined the ASX-listed wealth manager, bringing more than 30 years' experience across financial services. His appointment ... |
| | | | ... described Morrison as highly complementary to Sequoia's existing broking business, D2MX, along with related entities Sequoia Direct, Sequoia Asset Management and Sequoia Wealth Management. "Morrison will underpin Sequoia's current stockbroking and dealing ... |
| | | | ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac. Interprac "will add immediate scale, in particular to the SMSF Administration, Wealth Advisory and Investment Solutions ... |
| | | | Sequoia Financial Group has bolstered its board with a new non-executive director. Sequoia has appointed Garry Crole, managing director of independently owned AFSL, Interprac Financial Planning. Crole will also join Sequoia's governance committee, risk ... |
| | | | Sequoia Financial Group has launched two new structured products for retail investors. The first, Sequoia Accelerated Return Units - Series 1 gives exposure to Tesla Motors, the US electric car and energy storage company; the second, Sequoia Launch ... |
| | | | Sequoia Financial Group and Aitken Investment Management have entered an exclusive partnership which will provide retail investors with exposure to Aitken Investment Management's wholesale only fund. Sequoia has launched the AIM Gateway Fund through ... |
|
