Prime Capital Financial acquired a $1 billion-asset firm, giving the firm its first presence in the Atlanta area.

Marlton Partners, beneficial owners of approximately 4.6% of the outstanding stock of 180 Degree Capital (TURN), issued a statement expressing ...

PE activity in the wealth management sector dates to over a decade ago, but the pace of investment activity and industry ...

Jason Kley Elected to National FPA Board of Directors Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior ...

The Capitals are the only team in the league without a player in the 4 Nations Face-Off international tournament between the U.S., Canada, Sweden and Finland. Perhaps that turns out to be a benefit ...

Ohio-based Sequoia Financial Group and Carlson Capital Management recently announced that “they have reached an agreement” ...

Carlson Capital Management increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 19,611 shares of 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 said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 billion in client assets.

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