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 ...
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Creative Planning Announces Its Latest Acquisition. It’s a Big One.

It’s official. Creative Planning has agreed to acquire SageView Advisory Group, a large addition to its institutional advice business that will create a combined firm advising on $640 billion in ...

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 ...
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 ...
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 ...