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RIA Roundup: Sequoia Financial Group to Acquire M Capital Advisors
Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion.
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Former WEG COO Joins Joe Duran's New Company
Joe Duran has tapped Terri Kallsen, former WEG and Schwab exec, to join
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Despite Some Misses, Future Proof Conference Continues to Innovate
Gathering of financial advisors is bold and different, but not everything worked.
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Joe Duran details his next venture at Future Proof
Joe Duran has mixed feelings about the current state of the wealth management industry and is planning a new venture.
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