News

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 firm. As of June 30, 2026, BSW managed approximately $2.3 billion in client assets. Terms of the transaction were not disclosed.

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 wealth management firm. As of June 30, 2026, All Star Financial had $796 million in assets under management and an additional $566 million in retirement plan assets under advisement. Terms of the transaction were not disclosed.

My Pension Expert, the UK’s leading at-retirement adviser, today announced a strategic investment from Valeas Capital Partners (“Valeas”), a growth-oriented equity investment firm. As part of the transaction, Palatine Private Equity will exit following a successful four-year partnership.

Baker Tilly, a leading advisory, tax and assurance firm, today announced it has entered into an agreement to acquire Anchin, Block & Anchin LLP (Anchin), a leading New York-based accounting, tax and advisory firm serving privately held businesses, investment funds, and high-net-worth individuals and families. 

Suntera Global, the Jersey-headquartered, independent provider of bespoke fund, corporate, and private wealth services, has entered an agreement to acquire US-based Experienced Advisory Consultants LLC (EAC), expanding its existing US footprint. The deal is subject to completion conditions and is expected to complete in May.

Suntera Global, the Jersey headquartered, independent provider of bespoke fund, corporate and private wealth services, has announced the acquisition of UK-based depositary services business Marick Capital Limited.