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Showing 1 - 10 of 51 results for "Sequoia"

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 ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
Sequoia Financial Group (Sequoia) has announced the acquisition of the incorporated legal practice previously known as Topdocs Legal (TDL), now renamed Docscentre Legal (DCL). Boosting its professional services division, Sequoia has paid $330,000 for ...

Saxo taps Bell Direct, IOOF talent

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
... qualified financial adviser and previously held roles Commonwealth Bank, Suncorp and AMP. She previously headed content for Sequoia's Finance News Network and has broadcast experience with Nine, Seven, Sky News and ABC. "I'm incredibly excited to be ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... is expanding its offering, obtaining a new general insurance AFSL and acquiring the customer book of a brokerage firm. Sequoia Financial Group has acquired the customer book of Tag Insurance Brokers, its associated business assets, and independent premium ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
Sequoia Financial Group continues to benefit from the highly competitive sector of financial adviser support services, which doubled its revenues in the last two years. Sequoia's wealth division, which provides licensee services to over 400 authorised ...

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... Fisher Investments announced that it would launch a local high-net-worth offering for private clients. Shortly after that, Sequoia Financial Group launched Sequoia Family Office targeting those with between $5 million and $100 million in investable a ...

Sequoia launches family office

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
In its latest move to expand its wealth business, Sequoia Financial Group has launched the Sequoia Family Office. The new business will target local ultra-high and high-net-worth investors with between $5 million and $100 million in investable funds. ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... two practices used Interprac Financial Planning for their licensee services and the acquisition will see parent company Sequoia Financial Group own 100% of each firm. Butler said the move expands on Sequoia's strategy to grow its own businesses and provide ...

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 ...
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