Search Results | Showing 1 - 10 of 12 results for %22Interprac Securities%22 |
| | ... Boutique non-aligned AFSLs were the winners, attracting almost all the new advisers during the quarter. Oracle Advisory, Interprac, Advice Evolution, Zurich Assure and Siria Group experienced the most rapid growth over the period. A snapshot of year-on-year ... |
| | | ... professional indemnity insurers, Sequoia said it has "not recognised a contingent asset at this stage." However, its licensee Interprac Financial Planning has added advisers in recent months, which Sequoia said is pushing an expectation that the licensee ... |
| | | ... have a total of 1000 advisers by 2025. It will also acquire customer books into the salaried advice unit of InterPrac Securities and Sequoia's family office business. Sequoia's other three business units are technology solutions for advisers and accountants ... |
| | | Interprac Securities is set to fully acquire two financial advice practices located in Melbourne and Hobart. Interprac Securities will acquire Hobart-based FF Planning Solutions and Melbourne-based SFG Financial Services (not to be confused with Shadforth) ... |
| | | ... 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 Option ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 now ... |
| | | ... Earlier in the year, Sequoia completed its acquisition of Melbourne-based financial planning and accounting services firm InterPrac and online trading platform Morrison Securities. In December 2017, Sequoia announced a number of strategic investments ... |
| | | ... advisory services. The company completed its acquisition of Melbourne-based financial planning and accounting services firm InterPrac, and online trading platform Morrison Securities during the period. It also migrated its businesses into four core divisions. ... |
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