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Search ResultsShowing 1 - 10 of 42 results for "Sequoia"
Venture capital firm in data breach
KARREN VERGARA  |  WEDNESDAY, 3 MAR 2021
... that recently won a mandate with the Future Fund is the subject of a cybersecurity breach that involved a phishing scam. Sequoia Capital informed investors last week that sensitive information has been accessed by a third party. The Future Fund awarded ...
Sequoia completes acquisitions
ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... million purchase of Panthercorp from cash reserves and a share issue with the final cash payment due on 1 February 2022. Sequoia expects the acquisition to add $3.5 million in annual revenue and $500,000 in EBITDA as well as driving scale in its corporate ...
Almost 3000 advisers gone in 2020
ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... doubled in size - going from 25 advisers to 50. Capstone Financial Planning and Fortnum gained 22 advisers each while Sequoia picked up 20. Macdonald thinks, looking forward to 2021, that the industry will continue to shrink - but not at the same rate ...
Sequoia reveals strategic plans
ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
ASX-listed Sequoia Financial Group has revealed its plans to increase its adviser numbers and licensees to adjust to the shifting landscape of the financial advice industry. At its annual general meeting, Sequoia announced its strategic objective to ...
UBS, Insight IM win Future Fund mandates
KARREN VERGARA  |  MONDAY, 19 OCT 2020
... Investment Management to help manage the developed-market and emerging-market equities portfolios. In other asset classes, Sequoia Capital is new to the private equity fold, helping manage the venture and growth portfolio. Schonfeld Strategic Advisors ...
Another MLC advice firm exits group
KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... Haywood said being part of the 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 ...
Advice group flees MLC after IOOF takeover
ANNABELLE DICKSON  |  TUESDAY, 1 SEP 2020
... Haywood said being part of the 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 ...
OneVue to take Taiping to court
KANIKA SOOD  |  THURSDAY, 6 AUG 2020
... proceedings against Taiping Trustees to assert its right to about $9.4 million sale proceeds of Madison Financial Group and Sequoia shares. The ASX-listed company said its preference is still to resolve the matter out of courts but felt it necessary ...
Almost 2000 advisers gone so far in 2020
ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... the last six months. Meanwhile, GWM lost 49 and Meritum lost 17. Yellow Brick Road Wealth Management, which was sold to Sequoia at the start of the year, and Elders, which is being wound down shed virtually all their advisers. PriceWaterhouseCoopers ...
Sequoia acquires advice firm
ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
Sequoia Financial Group has entered 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 ...
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