OUR INSIGHTS

Updates, news, articles, and the latest Market Outlook from Sequoia Financial Group.

Insights in

M&A

by Sequoia Financial Group

Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group

by Sequoia Financial Group

Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager

by Sequoia Financial Group

Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager

by Sequoia Financial Group

Sequoia Financial Group Acquires Charleston-based Family Asset Management

by Sequoia Financial Group

Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership

by Sequoia Financial Group

Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office

by Sequoia Financial Group

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs

by Sequoia Financial Group

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services

by Sequoia Financial Group

Sequoia Financial Group to Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services to Families with Special Needs

by Sequoia Financial Group

Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management

by Sequoia Financial Group

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets

by Sequoia Financial Group

Sequoia Financial Group to Acquire NCA Financial Planners, Creating Wealth Manager With $10 Billion

by Sequoia Financial Group

Wealth Managers Sequoia Financial Group and WEALTHSTONE ADVISORS to Merge, Jointly Overseeing More Than $7 Billion in Assets

by Sequoia Financial Group

Sequoia Financial Group Merges with LJPR Financial Advisors