Sequoia Financial Group Expands West Coast Footprint with Acquisition of Pasadena-based Sterling Financial

Sequoia Financial Group ($29.9B AUM) acquires Pasadena-based Sterling Financial, establishing its first standalone California office and continuing an 11-deal M&A surge.
TipRanks on MSN

Aichi Financial Group reshapes director roles to elevate leasing business

An update from Aichi Financial Group, Inc. ( ($JP:7389) ) is now available. Aichi Financial Group has announced changes to the division of duties ...
Nasdaq

FG Financial Group, Inc. and FG Group Holdings Inc. Sign Definitive Plan of Merger to form Fundamental Global Inc.

Charlotte, NC, Jan. 03, 2024 (GLOBE NEWSWIRE) -- FG Financial Group, Inc. (Nasdaq: FGF, FGFPP) (“FG Financial”) and FG Group Holdings Inc. (NYSE American: FGH) (“FG Group Holdings”) today announced ...
The Morning Journal

On the job with Garrett Bourbina, a certified financial planner at the Landing Point Financial Group

Garrett Bourbina has three professional work titles. Bourbina is a certified financial planner (CFP), accredited portfolio management advisor (APMA) and is the senior wealth advisor at the Landing ...
Yahoo Finance

New Name, Same Commitment: Tidal Financial Group Announces Rebranding of Their Investment Advisory Business

MILWAUKEE, Nov. 01, 2023 (GLOBE NEWSWIRE) -- Tidal Financial Group, an ETF industry leader, is pleased to announce the renaming of its investment advisory arm, Toroso Investments, LLC ("Toroso") to ...

Sequoia Financial Group of Fairlawn acquires California advisory firm

Sterling Financial, registered with the U.S. Securities and Exchange Commission, has a team of seven people, 200 clients and ...
Yahoo Finance

FG Financial Group, Inc. and FG Group Holdings Inc. Complete Merger

Mooresville, NC, Feb. 29, 2024 (GLOBE NEWSWIRE) -- FG Financial Group, Inc. (Nasdaq: FGF, FGFPP) (“FG Financial”) and FG Group Holdings Inc. (“FG Group Holdings”) today announced that they have ...

Hana Financial to inject $100 million into U.S. unit

South Korea's Hana Financial Group said Friday it would inject $100 million into Hana Bank USA to boost the capital base of ...
Investopedia

Investopedia 100 Top Financial Advisors of 2023

Jess Feldman has been writing and editing for more than five years, and has specifically covered personal finance basics since 2020. As a finance editor on the special projects team, she wrote, edited ...
Forbes

KB Financial Group

KB Financial Group, Inc. is a holding company that engages in providing financial services through its subsidiaries. It operates through the following segments: Corporate Banking, Retail Banking, ...
InvestmentNews

An inside look into Principal Financial Group 401(k)

The 401(k) plan is the favored retirement savings vehicle for many American workers with $6.9 trillion in assets in over 710,000 401(k)plans as of September 2023. As of this writing, there are about ...
Forbes

JB Financial Group

JB Financial Group Co., Ltd. engages in the provision of financial services through its subsidiaries. It operates through the following business divisions: Banking, Credit-Specialized Financial ...