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

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

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

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

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

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 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.

Turbulence in some of the biggest tech names is reminding investors of one of the major risks to the U.S. stock market's ...

Taxpayers should give consideration to the form in which they make charitable donations. They might deliver more benefits to ...