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Showing 41 - 50 of 80 results for "Sequoia Financial"

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 ...

Morrison Securities pays infringement over DTRs

CHLOE WALKER  |  THURSDAY, 22 JUN 2023
... 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
... 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 industry by ...

Sequoia backs budding investment manager

CASSANDRA BALDINI  |  TUESDAY, 13 JUN 2023
... James 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 ...

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. ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
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 ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
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 makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
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 ...