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 ...

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

Sequoia Financial Group has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed sum. The acquisition, expected to complete on 31 March ...

On Wednesday, Sequoia Financial Group announced it is acquiring Carlson Capital Management, a Minnesota-based RIA overseeing $3.8 billion in client assets, as part of its ongoing expansion.

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 ...

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 ...