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 ...
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 ...
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 ...
The Business Journals

Creative Planning will help private equity-backer offload part of its stake

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 ...