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 ...

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.

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 ...

Principal Financial Group Inc. grew its stake in shares of Newell Brands Inc. (NASDAQ:NWL – Free Report) by 2.9% in the fourth quarter, HoldingsChannel.com reports. The firm owned 2,015,821 shares of ...

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 ...

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 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 ...

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

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

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