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

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

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

SoftBank ($SFTBF) is set to lead a $500 million investing round in artificial intelligence robotics start-up Skild AI, in a ...

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 deal is expected to close on March 31, 2025; Founded in 1991, Sequoia Financial had more than $22.6 billion in assets under management as of December 31, 2024; Founded in 1987 ...

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

The acquisition of Yokoy, a leading spend management platform, allows TravelPerk to offer a deeper and more unified travel ...

TravelPerk has acquired Swiss spend management platform Yokoy and completed a $200 million funding round that nearly doubled its valuation, the business travel platform announced.

While the fourth quarter showed a little resilience — bouncing back after a slow Q3 — the Asia venture market has proven a ...

The basic gamble is that the returns to best-in-class A.I. will be so enormous that they will justify whatever it takes to cross that threshold — in terms of energy demand and water use, in terms of ...