AKRON, Ohio and MINNEAPOLIS, Jan. 29, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of ...

Sequoia Capital is in talks to lead an investment in digital banking startup Mercury Technologies Inc. at a valuation of more ...

Akron, Ohio-based Sequoia Financial Group LLC has reached a deal to acquire Carlson Capital Management LLC, a Northfield-based investment advisory firm with $3.8 billion in client assets ...

Sanctuary Advisors LLC raised its position in shares of Live Nation Entertainment, Inc. (NYSE:LYV – Free Report) by 3.3% in ...

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 ...

J.W. Cole Advisors Inc. bought a new position in Cincinnati Financial Co. (NASDAQ:CINF – Free Report) during the fourth ...

Sequoia Financial Group has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed sum. The acquisition, expected to complete on 31 March ...

Among the six financial advisers that left Sequoia Financial Group, four have combined to launch a new AFSL, according to ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial acquirer’s first transaction of 2025. Financial terms of the deal, which is ...

If a client is upset, regardless of why, “they won’t listen to one word you say until you acknowledge what their problem is,” ...

Founded in 1987, CCM provides integrated wealth management services including investment, retirement, tax, estate, risk management, and philanthropic planning to approximately 1,300 clients ...