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 ...

Curt Mills, the executive director of "The American Conservative" magazine, speaks with Tucker Carlson about the failures of ...

With interest rates coming down, less political uncertainty, and trillions in capital on the sidelines, M&A activity should ...

The 94-year-old investment firm, active fund manager, and ETF issuer now has 22 exchange-traded funds with $50 billion in ...

Members of the House Appropriations Committee stripped funds for a new high school in Campbell County from the K-12 capital ...

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