Some of the largest firms said they require roughly half of new equity partners’ annual pay (or more), while some firms say ...

Automotive technology startup ServiceUp Inc. has closed on a hefty $55 million funding round as it accelerates its mission to ...

ServiceUp, a platform that automates and manages the vehicle repair process, has raised $55 million in a Series B round of ...

Many of the seeds for May's spectacular showing were sown in the spring and summer of 2022 when the S&P 500 SPX dropped 20% as inflation ran wild. The management team led by Atterbury and Carlson ...

Carlson Capital Management lessened its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 7.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities ...

When Paul Carlson and Thomas Fautrel left the world of Wall Street brokerage firms to form Seventy2 Capital Wealth Management, they intended to form a two-advisor business. “Then we ended up ...

Connor Misch is a financial advisor in Rochester, MN, and have earned their CHFC, CFP. They have been in practice for 11 years, the last 2 years at Carlson Capital Management LLC.

The Northfield-based Carlson Capital Management has been acquired by Sequoia Financial Group, a wealth manager based in Akron, Ohio, according to a press release on the topic.

AKRON, Ohio, April 1, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024 ...