Ohio-based Sequoia Financial Group and Carlson Capital Management recently announced that “they have reached an agreement” ...

Adesola Adeduntan, the former CEO of FirstBank, has unveiled his latest venture, Sequoia Financial Services Limited, marking ...

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

Provide a range of services to financial planner stockbrokers, self-directed investors, superannuation funds and accountants that allows them to offer wealth management solutions to their customers.

Cryptocurrency-wallet provider Phantom Technologies Inc. has raised $150 million in a funding round led by Sequoia Capital and Paradigm that values the startup at $3 billion, more than double its ...

Apple has just released new beta software for Mac and Vision Pro. macOS Sequoia 15.3 and visionOS 2.3 beta 3 are rolling out now for users with a developer account. Update: macOS 15.3 beta 3 is ...