AI will not replace the need for highly educated professionals in the industry but it will ‘elevate their ability to digest, ...

We upgraded Annaly Capital rating from hold to buy as Treasury yields are expected to decrease, benefiting the mortgage REIT's fixed rate portfolio. See more.

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

Good evening, and welcome to Raymond James Financial’s Fiscal 2025 First Quarter Earnings Call. This call is being recorded and will be available for replay on the company’s Investor Relations website ...

Raymond James Financial reported a 19.5% rise in first-quarter profit on Wednesday, bolstered by strong performance in its capital markets and wealth management businesses.

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 ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

OFS Credit Company, Inc. (NASDAQ: NASDAQ:OCCI), a firm focusing on investments in collateralized loan obligation (CLO) equity and debt securities, has announced the appointment of Kyle Spina as its ...

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 ...

OFS Capital Corp. (OFS), a business development company, announced Wednesday the appointment of Kyle Spina as Chief Financial ...

Kyle Spina has been tapped to replace him. Spina joined OFS Capital Management in April 2021 and became its chief accounting officer in April 2023.