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The combined firm will be based in Akron, Ohio, and operate under the Sequoia brand. It will offer financial planning, wealth management, asset management and business consulting services to clients and their families. The merger is expected to close in the second quarter and financial terms were not disclosed. Wealthstone principals Jim Wyland, Norm Cook, Brian Stertzer, and Jack Zhang will become shareholders of Sequoia. Upon completion of the merger, Sequoia Financial Group will employ approximately 110 people and have more than $7bn (£5.02bn, €5.78bn) in assets. Sun Life Financial The ...

Jordan: The other Newark earthworks Newark Advocate Visitors to the Great Circle and Octagon are often fascinated to learn that the Newark Earthworks once included two other major shapes: a square and an oval. This square and oval were connected by walled walkways that covered over four-square-miles. Their interconnectedness is part of why we call the Newark Earthworks a complex. A remnant of the square still exists. It officially is called the Wright Earthworks and lies in a green space owned by the Ohio History Connection at the intersection of James and Waldo Streets. This location is abou...

This Week in Wealth Management M&A The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021. According to a recent Fidelity report, there were just over $90 billion in RIA deals across 46 transactions, and $65 billion of money in motion across five IBD transactions in the first quarter of the year. Will the trend continue? While last week was a lull, April’s second full week saw Wealth Advisor Growth Network, a practice management provider for breakaways, invest in its second firm; a $1.7 billion lift out named Naviter Wealth from regiona...

Author of the article: Hannah MacLeod Publishing date: Feb 25, 2021  •  February 25, 2021  •  2 minute read  •  Article content Dancing with the Stars, Big Brothers Big Sisters Kincardine’s fundraising dance competition event, has been rescheduled from April to August 19, 2021 as a virtual event. “Although we were hoping to be able to bring our community together for another exciting evening of in-person entertainment this year, we have made the decision for the health and safety of our volunteers, supporters and dancers to move to a virtual event,” said Yolanda Ritsema, E...

Dave Jewett is living and loving life at the lake The Canadian Press 2021-02-24 It’s no easy task describing Dave Jewett, or Doc, in a few hundred words. He is a musician, a traveler, a community supporter and a man with a zest for life. He is definitely not a shrinking violet. And while not a Bruce County native, Jewett has the soul of a local. Born in the steel city, Hamilton, Ontario, in December 1951, Jewett’s connection to this community started early, as his parents rented cottages around the Inverhuron area for many summers when he was a boy. He has a great story about how his d...