| Date | Title | Description |
| 15.09.2026 | Sequoia Financial Group Acquires $2.3 Billion RIA BSW Wealth Partners, Deepening Colorado Presence | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $34.9 billion in assets under management as of June 30, 2026, has acquired BSW Wealth Partners (BSW), a Colorado-based independent wealth management fir... |
| 15.09.2026 | Sequoia Financial Group Acquires All Star Financial, Expanding Upper Midwest Presence and Tax Planning Depth | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $34.9 billion in assets under management as of June 30, 2026, today announced the acquisition of All Star Financial, a Twin Cities-based independent wea... |
| 04.09.2026 | Sequoia Financial Group acquires Boulder’s BSW Wealth Partners | Getting your Trinity Audio player ready...
BSW Wealth Partners Inc., a Boulder-based wealth-management firm with $2.3 billion in client assets, has been acquired by Sequoia Financial Group LLC, an Ohio-based wealth-management company.Financ... |
| 18.07.2026 | Feathery Secures $30 Million to Revolutionize Financial Services AI | Feathery, an advanced AI platform, secured $30 million in Series A funding. Portage Ventures spearheaded the investment. The capital will significantly expand its operating and decisioning system for financial services. Feathery streamlines... |
| 14.07.2026 | Feathery Raises $30M to Expand AI Platform for Financial Services | Feathery Raises $30M to Scale AI for Financial Services
Feathery is $30 Million Closer to Being the Operating System for All Finance, Raised by Portage VenturesFeathery has closed a $30 million round led by Portage Ventures to further devel... |
| 14.07.2026 | Feathery Closes Series A Funding; $30M in Total | Feathery, a San Francisco, CA-based provider of an AI operating and decisioning system for financial services, raised $30M in total funding, including its recently completed Series A.
Backers included Portage Ventures, Index Ventures, Allst... |
| 14.07.2026 | Feathery Raises $30 Million In Series A To Scale AI Operating And Decisioning System For Financial Services | Feathery, the AI operating and decisioning system for financial services, announced that it has raised $30 million in total funding, including its recently completed Series A, from Portage Ventures, Index Ventures, Allstate Strategic Ventur... |
| 04.12.2025 | Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today announced the acquisition of Sterling Financial Group, Inc. (Sterling Financial), a... |
| 31.08.2025 | Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $27.6 billion in assets under management as of June 30, 2025, today announced it has reached an agreement to acquire The Martin Worley Group (MWG), a we... |
| 02.04.2024 | Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs | AKRON, Ohio, April 2, 2024 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $18 billion in assets under management as of March 31, 2024, today announced it has acquired AltruVist... |
| 30.03.2023 | SECURE 2.0’s New Rule On IRAs And Charity Can Really Pay Off | Charitable giving with a significant tax benefit? SECURE 2.0 offers a workable solution.getty |
| 01.02.2023 | A Limited Return Of The Stretch IRA? – SECURE 2.0’s New Surviving Spouse Rule | With SECURE 2.0 on the books, there are new opportunities for the treatment of beneficiaries of ... [+] IRAs.getty |
| 21.01.2023 | New SECURE 2.0 Planning Move – 529 To Roth | SECURE 2.0 introduced an interesting possibility - The Baby Rothgetty |
| 04.11.2022 | CAMT And Future Earnings: Which S&P Index Fares Better Under The Inflation Reduction Act? | With the passing of the Inflation Reduction Act of 2022, corporations will be faced with the ... [+] possibility of a much larger tax responsibility. How will this affect your bottom line?getty |
| 18.08.2022 | Inflation Woes? Retirees On Social Security May Get Some Great News | There may be a helpful boost in your Social Security benefits to help combat rising prices due to ... [+] greater than usual inflation. getty |
| 09.08.2022 | Inflation And Pension Lump Sums: Timing Is Everything | The key to making the decision between a pension and lump sum offer is being fully informed so you ... [+] can make the decision that is right for your individual circumstances. getty |
| 23.09.2021 | Collecting Social Security? This Inflation Threat May Be Good For You | Inflation is on the rise, how will this affect those receiving social security benefits?getty |
| 14.09.2021 | Tax Wars – The House Ways And Means Committee Strikes Back | The House Ways and Means Committee just released their proposal for tax law changes....and it ... [+] contains a few surprises.getty |
| 10.06.2021 | The 3 Tax Rules Of Investing: Location, Location, Location | It's not always just WHAT, or HOW you invest, it's also WHERE you invest.getty |
| 18.05.2021 | Biden Tax Plan: Change A Few Numbers, Raise Taxes By Trillions | Here's how changing a few numbers might spell big tax hikes.getty |
| 11.02.2021 | The 3 Rs For 2021: Review, Reallocate, And Rebalance | To complete the 3 Rs, it's a good idea to involve your financial professional. They can help!getty |
| 27.01.2021 | Mortgage Rates Are Probably Going Up, So Get A 30-Year | Mortgage rates are most likely going to increase, here's how to make the most of the current rates.getty |
| 27.11.2020 | PPP Forgiveness: Apply Now Or Wait? | When, and how, to apply for PPP Loan forgiveness.Getty |
| 17.11.2020 | Sequoia Financial Group Appoints Chad Roope as Chief Investment Officer | |
| 28.10.2020 | Two Big Tax-Savings Ideas Before Year-End: Save Taxes And Do Good | |
| 03.09.2020 | Doubling Up CARES Business Stimulus: PPP, NOL, And Other Planning Opportunities | Bright ideas ahead.getty |
| 29.07.2020 | The Quintessential CARES Act And Stimulus Listicle: What You Need To Know | The CARES Act offers many opportunities for relief for businesses and individuals during the ... [+] pandemic.getty |
| 11.06.2020 | Hidden Stimulus In The CARES Act For Businesses: Net Operating Loss Carrybacks Can Bring Sweet Returns | Hidden stimulus for businesses in the CARES ActGetty |
| 30.05.2020 | Making The Decision To Work Or Retire: Defined Benefit Plans | Have you considered the pros and cons of working vs. retirement?Getty |
| 30.04.2020 | Low Values And Record Low IRS Interest Rates: A Perfect Opportunity For Estate Planning? | Do the new §7520 rates and low values present a unique opportunity for estate planning?Getty |
| 29.03.2020 | The CARES Act Has Passed: Here Are The Highlights | Capitol Hill has come together to create the CARES Act designed to stimulate our economy and provide ... [+] relief to families and small businesses adversely affected by the coronavirus outbreak.AFP via Getty Images |
| - | Sequoia Financial Group Acquires Charleston-based Family Asset Management | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory... |
| - | Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota-based investment adviso... |
| - | Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office | Sequoia Financial Group, LLC (Sequoia Financial), a top SEC-registered wealth manager with more than $19.3 billion in assets under management as of June 30, 2024, today announced that it has acquired Karpas Strategies, LLC (Karpas Strategie... |
| - | Sequoia Financial Group to Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services to Families with Special Needs | Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management as of July 31, 2023, today announced it has entered into an agreement to acquire Affinia Financial Group, LLC... |
| - | Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs | Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $18 billion in assets under management as of March 31, 2024, today announced it has acquired AltruVista, LLC (AltruVista), an SEC-registered inve... |
| - | Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management | Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today announced it has entered into an agreement to acquire Cirrus Wealth Management (Cirrus), an SEC-regist... |
| - | Biden tax plan may lead to more Roth retirement accounts | President Joe Biden is expected to propose higher taxes on wealthy individuals and households this year to help finance his legislative agenda.
Biden’s tax plan may make Roth 401(k), IRA and other retirement accounts more attractive than tr... |
| - | Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with more than $19.3 billion in assets under management as of June 30, 2024, and Eide Bailly LLP, a top 20 national accounting firm, today announced a strate... |
| - | Bitcoin crash opens door to a tax loophole for investors | Bitcoin, ethereum, dogecoin and other cryptocurrencies have seen prices plunge in recent weeks.
These investors can leverage those losses in a way that a typical stock or mutual fund investor can’t.
That’s because the so-called wash sale ru... |
| - | Sequoia Financial Group | “Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.” |
| - | Sequoia Financial Group Sells $200M Stake to Valeas Capital Partners | San Francisco-based private equity firm Valeas Capital Partners is buying a chunk of Sequoia Financial Group, an Ohio-based registered investment advisor with a little more than $10 billion in client assets and big plans for continued growt... |
| - | Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy | Sequoia Financial Group, LLC (Sequoia), an SEC-registered wealth management firm with approximately $10 billion in client assets, today announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equi... |
| - | Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services | Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $15 billion in assets under management as of Sept. 30, 2023, today announced it has entered into an agreement to acquire M Capital Advisors (M Ca... |
