Sequoia Financial Group acquires $310M AUM Texas RIA
The deal brings Sequoia's locations to 14 across eight states.
Source: investmentnews.com
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Wealth Management Firms Grow Via Specialization
Wealth management firms appear to be increasing their focus on certain demographics to separate themselves from the pack.
Source: thedeal.com
Sequoia Financial to Buy $930 Million Nashville Advisor Firm
Sequoia Financial Group is buying M Capital Advisors, a registered investment advisor based in Nashville with $930 million in assets under management. M…
Source: biztoc.com
Local wealth management firm to be acquired
M Capital preps deal with Ohio company with $15B in assets under management
Source: nashvillepost.com
Sequoia Financial Group to Add Special Needs Expertise with Affinia
Sequoia Financial acquires special needs niche, WEG announces 10th acquisition of the year, Kestra added $1.6B in Q2, and more.
Source: wealthmanagement.com