Browsing Tag
Sequoia
4 posts
Capital Group, KKR Expand Partnership, CFP Board Releases Exam Results
Plus, news from 401GO, Morningstar, Lincoln Financial, and more
Corporate Roundup: MissionSquare Names CEO, Sequoia Financial Acquires Wealth Manager
The latest industry news from MissionSquare Retirement, Sequoia Financial, Prime Capital, and eMoney Advisor
Corporate Roundup: Nuveen Taps New CEO, Sharebuilder 401k Slashes Setup Fee
For our weekly corporate roundup series, Nuveen appoints a new CEO, Sequoia Financial Group hires a C-suite leader, and more
Sequoia, Origin Partner on Financial Wellness Platform
Strategic partnership combining Sequoia's total people investment offering with Origin's financial wellness platform to bring “world-class financial management and guidance” to its clients and their employees