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.

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

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

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

U.S. Bank has named international banking leader Tarek El-Yafi as head of U.S. Bank Global Transaction Services, a new group ...

In wealth management, AI opens new possibilities for personalization and accessibility, redefining how advisors and clients ...

BMO has announced the addition of three new financial advisors to BMO U.S. Wealth Management, based in Los Angeles and ...

Seattle-based Merriman Wealth Management is being acquired by New York City-based Focus Financial Partners. Focus' wealth management brand, Focus Partners Wealth, will absorb the Merriman brand.

Three Rivers Bank of Montana is pleased to announce a strategic alliance with Merit Financial Advisors, a nationally ...