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 ...

Many people deliberately chart different career paths from their parents, but not siblings Dana and Jack Larsen. Working with ...

"This is different in that we’re winning hearts and minds in a really meaningful way in the state of Wisconsin," she said.

On Friday, the financial advisory, investment management, and tax services firm announced the opening of its new head office in Minneapolis, Minnesota. The firm said its new office, located at Two ...

Within cities, we also observed a rise in wealth concentration. In the Minneapolis metropolitan area, for instance, the share of total wealth held by the richest 0.1% of households has almost ...

Strategic wealth management is about creating a financial planning strategy to set a path for achieving your financial goals. The beauty of having this strategy in place is that it doesn’t ...

The Atlanta-based wealth management firm is growing rapidly after an infusion of private equity. Flush with capital from a private equity investment, Homrich Berg is making moves. The Atlanta ...

It specializes in working with clients in Oregon and Washington on investment management, trust and financial planning needs. Wealth Enhancement ... revealed the Minneapolis-based, $102.1 billion ...

Minneapolis, Minnesota-based wealth management firm Wealth Enhancement has acquired Danison & Associates, an independent registered investment advisor (RIA) headquartered in Columbus, Ohio.

Credit: MMD Creative/Shutterstock. Minneapolis, Minnesota-based wealth management firm Wealth Enhancement has acquired Danison & Associates, an independent registered investment advisor (RIA) ...