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Acquisition pushes Sequoia Financial over $10 billion
The Ohio-based advisory firm adds its second Buckeye State RIA this year with the purchase of NCA Financial Planners.
CI Financial acquires $3.4 billion Ohio-based RIA
The addition of Budros Ruhlin & Roe will give the Toronto-based aggregator a total of $74 billion in U.S. wealth management assets.
