Carlson Capital provides integrated wealth management to about 1,300 clients, mainly in the Minneapolis-St. Paul area.

ATC Manufacturing, a 2024 Top Shops honoree, enables high-rate aerospace production with sustainable, lightweight and durable ...

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

Dr Emmanuel Nchimbi, will lead a CCM delegation on a working visit to Ethiopia from January 29 to 31, 2025, following an invitation from the country’s ruling party, the Prosperity Party.In addition to ...

Dar es Salaam. Dr Emmanuel Nchimbi’s nomination as running mate for the presidency in Tanzania’s 2025 general election has not only solidified his standing within Chama Cha Mapinduzi (CCM), but also ...

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

The IDC MarketScape for Intelligent CCM noted, “With a commitment to responsible AI, the Newgen AI-powered platform delivers highly personalized user journeys and real-time conversational support, ...

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 ...

Even if a meeting is deemed invalid under s. 229 of the BCBCA, it does not automatically render all business conducted at that meeting invalid and ineffective—certain business may still be valid if it ...

Three decades after its meager beginnings as the January Jam, alongside giant secular music festivals such as Lollapalooza, ...