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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.

United statesSouth carolinaTom haughtJoe heiderRyan heiderSequoia financial groupWealth managementZeke capital

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

Nation's birthday should prompt reflection on declaration

United statesChester countyJamie godfreyPete toscaniMargaret depianoKris robieEd janet antoianPatty coplandRaffi terzianTom toscaniJohn adamsJohn hancockMarc heppeMichelle burgerJack ansleyPaul banks

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.

Mary beth franklinLaura delaneyFidelity investmentsSequoia financial groupFirst citizens bankSilicon valley bankAvalon advisorsMonroe vos consultingZeke capitalSocial securityMary beth

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.

United statesBoston collegeHong kongGettysburg collegePalo altoSan franciscoUniversity of pennsylvaniaUnited kingdomNew yorkCollege of the holy crossPennsylvania state universityColumbia universityNew jerseyGrand junctionUniversity of phoenixJewish museum

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.

United statesBoston collegeHong kongGettysburg collegePalo altoSan franciscoSouth carolinaUniversity of pennsylvaniaUnited kingdomNew yorkCollege of the holy crossTampa bayPennsylvania state universityColumbia universityNew jerseyGrand junction

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