Sequoia Financial joins the private equity party

The $4.7 billion RIA will use the influx of new capital for a “durability plan” and to make acquisitions
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Podcasts and prospecting

Podcasts may not generate as many leads as radio shows, but they’re still a valuable tool
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Why 2020 is a bad year to turn 60

COVID-related job losses this year could reduce Social Security benefits for millions of people born in 1960
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Franklin Advisers, Franklin Templeton agree to SEC penalties of $325,000

The firms exceeded the 10% cap on a fund manager investing in another investment company
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FiNet team managing $225 million switches to LPL

Maryland-based CenterPoint Wealth Advisors will use the firm’s B-D and RIA platforms
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