Q4 2024 Mark Fitzgibbon, Piper Sandler, inquired about the timeline for regulatory approvals on the Berkshire Hills merger. CEO Perrault said regulators are expected to require year-end numbers for ...

Uncertainty about the economy and water supplies this year, along with some low commodity prices, mean farm efficiency is as important as ever, several Western Idaho Ag Expo participants said. The ...

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 ...

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 ...

With interest rates coming down, less political uncertainty, and trillions in capital on the sidelines, M&A activity should ...

Turbulence in some of the biggest tech names is reminding investors of one of the major risks to the U.S. stock market's ...

Taxpayers should give consideration to the form in which they make charitable donations. They might deliver more benefits to ...