As succession planning prompts more financial advisors to fold into RIA consolidators, a practice that was an early adopter of fee-only planning joined one of the largest firms. Processing Content ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning’s latest acquisition is a Pennsylvania-based RIA that will boost the ...

Creative Planning is an Overland Park-based independent registered investment advisor (RIA), with over 1,500 employees. The firm provides wealth management, tax, and estate planning services through ...

OVERLAND PARK, Kan. & SAN FRANCISCO--(BUSINESS WIRE)--Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global ...

The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’ collective growth. News ...

US-based wealth management firm Creative Planning has acquired Burt Wealth Advisors, a registered investment advisor based in the US. The transaction, said to be Creative Planning’s 15th acquisition ...

Creative Planning is acquiring Edmonds Duncan, a $550 million RIA whose Lawrence, Kan., location is just over 30 miles from Creative Planning's headquarters in Overland Park. The Edmonds Duncan deal ...

Ramesh Poola's journey from engineer to financial ... Ramesh Poola's journey from engineer to financial ... In the evolving financial advisory world, Creative Planning stands as a beacon of growth and ...

OVERLAND PARK, Kan., Sept. 1, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of ...