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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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Duran's Rise Growth hires Terri Kallsen as managing partner

Rise Growth Partners has hired Terri Kallsen as managing partner and senior operating adviser, the firm said Monday.

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Rise Growth Partners Appoints Terri Kallsen as Managing Partner and Senior Operating Advisor

Rise Growth Partners Appoints Terri Kallsen as Managing Partner and Senior Operating Advisor
lelezard.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from lelezard.com Daily Mail and Mail on Sunday newspapers.

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CEO Teresa Bryce Bazemore, of FHLBank San Francisco, Named 2023 FWSF Financial Woman of the Year

CEO Teresa Bryce Bazemore, of FHLBank San Francisco, Named 2023 FWSF Financial Woman of the Year
massachusettsnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from massachusettsnewswire.com Daily Mail and Mail on Sunday newspapers.

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