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|Showing 1 - 10 of 23 results for "Sequoia Financial Group"|
|... 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 ...|
|... Trustees. So far, OneVue has been able to recoup $4.36 million from selling Sargon's stake in ASX-listed Sequoia Financial Group. It also has 100% control of Madison Financial Group, and is in line with other creditors for the proceeds from the trustee ...|
|... OneVue Holdings has taken control of a Sargon subsidiary's 19% stake in ASX-listed wealth and advice firm Sequoia Financial Group, as its looks to recoup $31 million. The Sequoia stake is worth about $4.6 million at Tuesday's closing price of 20 cents. ...|
|Sequoia Financial Group has acquired a national dealer group, home to 68 authorised representatives. Sequoia acquired Sydney-based Libertas Financial Planning, a national licensee with 68 authorized representatives as at August 1, 60 of which are active ...|
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Senator Jane Hume is allowing candidates who have failed the Financial Adviser Standards and Ethics Authority (FASEA) exam twice to re-sit it in 2022.
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The industry fund has appointed a general manager of brand and marketing.
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The government has passed legislation that will see the establishment of an independent body that will review the effectiveness of both the Australian Securities and Investments Commission (ASIC) and the Australian Prudential Regulation Authority (APRA).
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Westpac has decided to retain its New Zealand business after reviewing the feasibility of the 160-year-old division and the impact of increased capital requirements.
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