Wealth Management

Creative Planning Pens First International Deal with Swiss-Based Wealth Manager

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

RIA moves: Creative Planning goes international with Baseline Wealth Management

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

Creative Planning makes its first international acquisition. Here’s where.

Creative Planning, a large registered investment advisory firm, has made its first international acquisition, snapping up ...
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Creative Planning in Talks to Acquire $239 Billion SageView Advisory Group

Wealth management giant Creative Planning is in talks to acquire SageView Advisory Group, an advisor to retirement plans with nearly $239 billion in assets under management, according to a source ...
InvestmentNews

Goldman Sachs Ayco adds Creative Planning to growing RIA referral program

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

Creative Planning Announces Strategic Investment from TPG Capital

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 ...