News, Comment & Analysis results for Sequoia Financial Group
Summary Of Senior North American Wealth Management Moves – October 2025
A round-up of moves, appointments and personnel changes in North American wealth sector during
Changes At Top Of Sequoia Financial
With its HQ in Akron, Ohio, the group has made a number of C-suite changes.
Deals Of The Day: The Latest In Wealth Management M&A – Sequoia Financial Group, MWG
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an
Acquisition-Hungry Sequoia Financial Snaps Up Another Firm
Sequoia has made a number of M&A deals in addition to chalking up organic growth. Since 2023, it
Summary Of North American Wealth Management M&A – February 2023
A number of M&A deals were consummated or started in February. One significant deal was the private
Ohio-Based Firm Buys Multi-Family Office
The business will more than double Sequoia's assets under management in its family wealth practice.
Is RIA M&A Defying The Law Of Gravity?
Mergers and acquisition activity continues to be busy in the North America wealth industry, even as