Search Results | Showing 1 - 10 of 58 results for %22Sequoia Financial Group%22 |
| | The chair of Sequoia Financial Group, John Larsen, has resigned from the position and his replacement has been appointed. Larsen's last day as chair was April 18 following five years at the post. He will stay at Sequoia as a non-executive director and ... |
| | | Sequoia Financial Group reported an "abnormally high" net profit after tax (NPAT), coming in 4317% higher than the prior corresponding period. However, it also flagged "several" complaints to the Australian Financial Complaints Authority (AFCA) that ... |
| | | Martin Morris will become Centric's chief client officer after a six-month stint at Sequoia Financial Group (Sequoia). In his new role, Morris will lead efforts to strengthen Centric's relationships with its clients and improve their overall ... |
| | | Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ... |
| | | ... market capitalisation is now equivalent to AMP, Insignia, IRESS, Link, Bravura, Count, Wealth Today, Centrepoint, and Sequoia. "Having a technology-focused business without historical baggage is a clear advantage," Finura said. |
| | | ... least six different licensees. His ASIC FAR record has not been updated since June 2016. In 2015 he joined Sequoia Financial Group's MDS Financial Services as its head of retail and institutional broking. Before that, he was also a senior executive within ... |
| | | Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ... |
| | | The former chief distribution officer at Praemium is starting a new gig with Sequoia Financial Group, alongside two other new hires from ASIC and WT Financial Group. Martin Morris will commence as the wealth group's chief operating officer on August ... |
| | | ... of companies, trusts, and self-managed super funds. Meanwhile, Castle Legal is its boutique legal practice subsidiary. Sequoia said the acquisition of the Castle businesses is expected to boost the EBITDA of its professional services division by $800,000 ... |
| | | ... DTRs manually review such a large volume of trades per day "is not best industry practice." In March, Sequoia Financial Group offloaded 80% of its stake in Morrison to New Quantum Holdings. At the time, Sequoia's board said Morrison's growth ... |
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