Telarray Advisors News Today

Fast, Ad-Free News Updates

Stay updated with breaking news from Telarray Advisors. Real-time updates on events, politics, business and more.

Creative Planning Scoops Delaware Firm Managing $535M AUM

November 28, 2023

The acquisition of Daniels + Tansey adds advisory, investment and tax expertise.

Source: wealthmanagement.com

October 31, 2023

The deal adds over 350 retirement plans and about $13 billion to Creative Planning’s existing retirement services team.

Source: wealthmanagement.com

June 7, 2023

The Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm.

Source: cpapracticeadvisor.com

March 7, 2023

Focused on larger deals, Creative Planning moves into Tennessee with first acquisition in six months.

Source: wealthmanagement.com