An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson Capital recently ...

Adesola Adeduntan, the former Chief Executive Officer of FirstBank, has launched a new financial services firm, Sequoia Financial Services Limited, ...

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 ...

The team, which operates as Pollard Bryan Carl Wealth Partners, oversaw $1 billion as of March 2024, according to Forbes. Its offerings include family office solutions, trustee services and ...

Caprock Group LLC purchased a new position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) in the fourth ...

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 ...

The race is on to build a new generation of healthcare software to replace legacy hospital systems that in some cases may not have been updated in ...

Artificial Intelligence is revolutionizing the M&A landscape, enhancing efficiency and precision while reshaping how deals ...