Annaly Capital Management, Inc. (NYSE:NLY), a diversified capital manager specializing in mortgage finance and corporate middle market lending, has demonstrated resilience in a challenging market ...

Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating ...

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 ...

Bill Ackman announced on Saturday that his management company would leave Delaware to reincorporate in Nevada.

Investment management company Maran Capital Management recently released its fourth-quarter 2024 investor letter. A copy of ...

Sequoia has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed ...

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.