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 ...

Last September, Sequoia Pathway Academy and its parent organization, Edkey, were 43 days away from bankruptcy. They were ...

Things keep getting tougher for the embattled Edkey Charter School Group.   The Sequoia Pathway parent company asked ...

CNBC's Kate Rooney sits down with Konstantine Buhler, partner at Sequoia Capital, to discuss AI's evolution in Silicon Valley ...

Since then she has become a leader in the Financial Independence, Retire Early (FIRE) movement and has over 300 by... With close to a decade of writing and editing experience, Maisha specializes ...

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.