Tag: Accounting

Deals & People

July 24th, 2023

Advisory M&A

Sequoia Financial adds $387M wealth manager; Pathstone adds Veritable to further focus on ultra-high-net-worth clients; and Savant Wealth buys combined...

Events Spotlight

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.

Tag: Accounting

Advisory M&A

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