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Sequoia Financial Group to Add Special Needs Expertise with Affinia

Published: August 18, 2023

Sequoia Financial acquires special needs niche, WEG announces 10th acquisition of the year, Kestra added $1.6B in Q2, and more.

Source: wealthmanagement.com

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StraightLine Hires Rob Rickey to Lead Expanding Focus on Employer-Sponsored Retirement Plans

Published: August 15, 2023

/PRNewswire/ -- StraightLine Group (StraightLine), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, today announced that...

Source: prnewswire.com

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