The Australian Wealth Advisors Group (AWAG) has become a major shareholder in Sequoia Financial Group. AWAG, which is also ASX-listed, has an 18.02% stake in Sequoia across more than 22.37 million ...

Hantz Financial Services Inc. trimmed its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 51.5% in the fourth quarter, according to its most recent filing with the SEC. The ...

Adesola Adeduntan, the former CEO of FirstBank, has unveiled his latest venture, Sequoia Financial Services Limited, marking ...

PFG Investments LLC cut its position in Seagate Technology Holdings plc (NASDAQ:STX – Free Report) by 9.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and ...

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 ...

CNBC's Kate Rooney sits down with Konstantine Buhler, partner at Sequoia Capital, to discuss AI's evolution in Silicon Valley ...