Sequoia Financial Group, an Akron, Ohio-headquartered registered investment advisor with $22.6 billion in assets under management, has acquired Carlson Capital Management, a Northfield ...

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 ...

People almost always overstate their risk tolerance, especially when their spouse is sitting there,” says Kevin Myeroff, ...

What we like to say now is you don’t need to be rich to be wealthy, and we could help you get there,” says Kevin Myeroff, ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of the deal between the two wealth managers were not disclosed ...

Sequoia Financial Group’s business simplification program has led to a strong profit growth for the first half of FY2024–25, ...

Sequoia Capital is in talks to lead an investment ... The deal comes amid a renewed surge in financial technology investment, following a long period in which rising interest rates and inflated ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial acquirer’s first transaction of 2025. Financial terms of the deal, which is ...

Sequoia Financial Group (ASX:SEQ) has reported its first-half FY25 financial results, highlighting a 137% increase in Net Profit After Tax (NPAT) despite a 3.5% decline in revenue due to divestments ...

Allworth Financial LP cut its stake in shares of AAON, Inc. (NASDAQ:AAON – Free Report) by 31.9% during the 4th quarter, ...

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

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