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Tuesday, September 1, 2026The Morning Brief →Sign in
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David Wolf

In PWD coverage since September 1, 2026 · 1 story
PWD coverage
M&A

Sequoia's BSW buy is an integration play

The Akron RIA's second $1 billion-plus deal of 2026 brings in-house tax and estate services into a $34.9 billion platform.
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