The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 26 results for "Sequoia Financial Group"|
|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 ...|
|... 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 assets.|
|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. ...|
|... 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 an exit ...|
|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 ...|
|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 ...|
|Sequoia Financial Group has entered an agreement to acquire a wealth group, adding about 23 advisers and $1 billion in funds under management. Sequoia Wealth Management will acquire the customer base of Phillip Capital Limited's existing advisers ...|
|... an undisclosed sum for an acquisition, whose name was not mentioned. Proceeds from Sargon's shares in Sequoia Financial Group, which OneVue's receivers PwC sold earlier are also in doubt, as China-Taiping also lays a claim to them. "China-Taiping has ...|
|... $31 million from Sargon and associated companies: it realised $4.4 million by selling Sargon's sale in Sequoia Financial Group; is currently in 100% ownership of Madison; is waiting to recover some amount from the sale of trustee and RE businesses that ...|
|... $31 million by Sargon, and has recouped some of it by taking control of now-sold Sargon's share in Sequoia Financial Group, and Madison Financial Group), earlier this week indicated that its preference is to recover amounts owed to it at subsidiary-level ...|
| | |
Aware Super, AustralianSuper and Hostplus are set to appear before the Standing Committee on Economics' inquiry into common ownership on Monday.
| | |
ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.
| | |
A long-serving Mercer superannuation executive has left the firm to focus on board directorships.
| | |
The online trading platform is set to pay $25 million for the big four bank's share investing client base as the latter continues to simplify its banking strategy.
|Brought to you by|