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Sequoia Financial acquires Nashville firm managing $930M

Sequoia Financial Group is acquiring M Capital Advisors, a Nashville, Tennessee-based RIA that oversees $930 million in assets, the firm announced Friday.

Cindy Haddad: Financial Planning for People With Disabilities

The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.

Cindy Haddad: Financial Planning for People with Disabilities

Our guest on the podcast today is Cynthia Haddad, an expert on financial planning for people with disabilities and their families. Cindy co-founded Affinia…

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