Creative Planning adds to its international division with the addition of Baseline Wealth, giving it a presence in Geneva and ...

Creative Planning, a large registered investment advisory firm, has made its first international acquisition, snapping up ...

Creative Planning CEO Peter Mallouk wants the RIA to expand its footprint in the retirement market. Fresh off its deal to acquire Goldman Sachs' Personal Financial Management division, Creative ...

Meanwhile, Beacon Pointe and Elevation Point have each announced transactions involving billion-dollar-plus wealth firms with ...

Creative Planning, the $345 billion registered investment advisor led by Peter Mallouk, has acquired Maxwell Wealth Strategies, a Pleasanton, Calif.-based RIA with about $290 million in client assets.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min General Atlantic wants to sell ...

The Kansas-based $640 billion firm, which bought United Capital from Goldman Sachs in 2023, now joins Wealth Enhancement and ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Creative Planning added a ...

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 ...

Jessica Culpepper’s clients at Creative Planning include centimillionaires and billionaires, but she wants you to know that ...

Four ex-employees of Creative Planning—the full-service, nationwide RIA with more than $210 billion under management as of the end of last year—have sued four former employer over noncompete clauses ...