Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 1 - 10 of 30 results for "Interprac"
Sequoia completes acquisitions
ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... addition, Sequoia has acquired the first of three customer books, First Option Financial Management, via its subsidiary Interprac Securities. Sequoia announced in December its intention to acquire the books of Interprac authorized representatives First ...
Almost 3000 advisers gone in 2020
ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... advisers. GWM Adviser Services gained the next most, likely as a result of MLC's advice transformation, followed by Interprac Financial Planning which grew by 38. The growth numbers were much lower than the losses, demonstrating the contraction of the ...
Sequoia reveals strategic plans
ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
... increase our adviser numbers." In addition, Sequoia said it aims to increase the scale of each of its businesses including Interprac Financial Planning as well as increasing the number of third party licensees using a Sequoia-owned service. The new strategic ...
Another MLC advice firm exits group
KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... biggest group of advisers was one of the main reasons he decided to change licensees to Sequoia Financial subsidiary InterPrac. FYG managing director Peter Mancell commented: "In discussions with Kevin we found him aligned with us philosophically, along ...
Advice group flees MLC after IOOF takeover
ANNABELLE DICKSON  |  TUESDAY, 1 SEP 2020
... biggest group of advisers was one of the main reasons he decided to change licensees to Sequoia Financial subsidiary InterPrac. "We did not want to be going to another large institutional licensee that is aligned with products or insurance. Clients don't ...
Almost 2000 advisers gone so far in 2020
ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... Substantially fewer licensees managed to pick up advisers during the period, and those who did gained smaller numbers. Interprac and Sequoia both gained financial advisers due to acquisitions, picking up 38 and 20 respectively. Lifespan also gained 36 ...
Sequoia acquires advice firm
ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
... into a purchase of assets agreement with financial advice firm Total Cover Australia, through the company's subsidiary InterPrac Securities. It is the fourth acquisition of a retiring InterPrac adviser's portfolio over the last three years, with Sequoia ...
YBR national advice lead moves to Interprac
ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
Former Yellow Brick Road national advice manager Sharon Walker has moved to Interprac as part of its acquisition of the YBR advice business. Walker moved into the role of practice development manager at Interprac in March. Interprac managing director ...
YBR exits wealth, sells for $2.5 million
ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... recurring revenue streams derived from its wealth advice and life insurance distribution businesses has been sold to Interprac, a wholly owned subsidiary of Sequoia Group. The sale will mean current YBR Wealth advisers will become licenced advisers of ...
Sequoia acquires dealer group
JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2019
... representatives as at August 1, 60 of which are active financial advisers. Under the arrangement, Libertas will remain separate to InterPrac and continue to operate under its own AFSL, brand and identity. It marks the eighth separate AFSL operating within ...
PAGE:
1
PREVIOUS
NEXT