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US in the news: Sequoia Financial Group completes M&A deal

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 insurance firm has agreed to acquire Pinnacle Care International, a US medical intelligence and health-care navigation provider, for $85m.

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DBusiness Daily Update: U-M s Accelerate Blue Fund Makes First Investment, Oakland County Retains Moody s Aaa Bond Rating, and More

DBusiness Daily Update: U-M s Accelerate Blue Fund Makes First Investment, Oakland County Retains Moody s Aaa Bond Rating, and More
dbusiness.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from dbusiness.com Daily Mail and Mail on Sunday newspapers.

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This Week in Wealth Management Deals | Wealth Management

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 regional broker/dealer Stephens. Recently launched Journey Strategic Wealth tucked in its first advisor team, recruited from Northwestern Mutual and led by Kristin Bartlow who brings $180 million in client assets.

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