Ruane Cunniff launches $6.6 billion Sequoia ETF by converting Sequoia FundLaunchRuane Cunniff·Asset & Wealth Management·19 Oct·PR Newswire
Simplicity Group acquires Chicago wealth and tax firm Zen Wealth Management GroupDeal · AcquisitionSimplicity Group, Zen Wealth Management Group, +1·Asset & Wealth Management·15 Oct·PR Newswire
VestGen Wealth Partners secures growth capital from Willow Tree Credit PartnersDeal · FundingVestGen Wealth Partners, LLC·Asset & Wealth Management·14 Oct·PR Newswire