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Sequoia Financial Group to expand with acquisition of Cleveland wealth manager

Sequoia Financial is buying Cirrus Wealth Management, which has $387 million in assets and a team of 12 led by a 30-year industry vet. ....

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Main Line Banter: Let's remember why we celebrate the Fourth of July

Nation's birthday should prompt reflection on declaration ....

United States , Chester County , Jamie Godfrey , Pete Toscani , Margaret Depiano , Kris Robie , Ed Janet Antoian , Patty Copland , Raffi Terzian , Tom Toscani , John Adams , John Hancock , Marc Heppe , Michelle Burger , Jack Ansley , Paul Banks , Ted Babiy , Porsha Trisdorfer , Thomas Jefferson , Jim Oram , Brandon Adams , Stacey Ballard , Nancy Ward , Berwyn Fire Company , National Treasure , National Archives ,

Fidelity sees shifting dynamics among RIA buyers and sellers

The dynamics of mergers and acquisitions of RIAs are evolving, but the trend is still toward increased activity, according to Fidelity. ....

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Retirement Industry People Moves

IRI hires chief technology and innovation officer; Millennium Trust names new CEO; Eight-member wealth management team joins First Republic; and more. ....

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Retirement Industry People Moves

$5 billion multi-family office and investment firm Nordwand Capital launches in Pennsylvania; Millennium Trust names new CEO; Cetera bolsters business development team with three new hires; and more. ....

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