Sequoia Financial Group is entering the ranks of $10 billion advisory firms with the pending acquisition of NCA Financial Planners. Sequoia, which is already an $8 billion registered investment adviser based in Akron, Ohio, will add $2 billion in assets ...

Working remotely, which was generally viewed as an anomaly for special circumstances less than two years ago, has become such a normal part of business since the start of the pandemic, it is now seen as a major and permanent ...

A record 101 merger and acquisition transactions involving registered investment advisory firms took place during the first half of 2021, setting the stage for another record year of RIA M&A activity, according to a report by DeVoe & Co. Last ...