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 ...

Toronto-based CI Financial is acquiring a $3.4 billion registered investment adviser. The addition of Columbus, Ohio-based Budros Ruhlin & Roe will push CI’s U.S. wealth management footprint to approximately $74 billion. The deal is expected to close by the end ...