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Sequoia Financial Group acquiring special needs focused wealth manager Affinia

Sequoia Financial Group is acquiring Affinia Financial Group, a Cleveland wealth manager dedicated to special needs financial planning.

United statesTom haughtBenesch friedlander coplan aronoffCynthia haddadJohn nadwornyMeltzer purtill stelleAffinia financial groupSequoia financial groupRepublic capital groupOhio based sequoiaMassachusetts based affiniaSpecial needs planning guideEvery stageFriedlander coplanMeltzer purtillCleveland based cirrus wealth management

Focus co-founders Kodialam and Chang stepping down

Focus co-founders Kodialam and Chang stepping down
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United statesMa leonard changRajini kodialamRudy adolfJohn langstonRepublic capital groupAmerican expressBoston consulting groupMckinsey companyFocus financial partnersOperating officer rajini kodialamLeonard changNew york based focusFrontline capital

Focus Financial Founders Stepping Down Following Sale

Focus Financial co-founders Rajini Kodialam and Lenny Chang are leaving the firm, according to a source, and CEO Rudy Adolf may not be far behind.

Rudy adolfRajini kodialamJohn langstonLenny changRepublic capital groupFocus financial

RIA M&A Trends Down, But Far From Out

2023 may not break records, but experts expect the RIA M&A market will remain robust as players, private equity capital and synergistic opportunities abound.

United statesJohn langstonKim kovalskiNeil whiteMarshberry kovalskiRepublic capital groupSageview advisory groupDevoe companyHub internationalCarson groupCongress wealth managementWealth enhancement groupFidelity institutionalCrestview partnersModern wealth managementGolden gate capital

Creative Planning Adds Goldman Sachs as Custodian

Adding Goldman Sachs Advisor Services to custodians TD/Schwab and Fidelity will allow Creative Planning to offer more institutional investment solutions.

John waldronPeter malloukJohn langstonJim williamsGoldman sachTd ameritradeRepublic capital groupGoldman sachs groupUnited advisors groupGoldman sachs advisors servicesCharles schwabFidelity institutional wealth servicesGoldman sachsKansas based creative planningCreative planningLabor day

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