US in the news: Hightower buys Illinois-based wealth firm
A round-up of people moves and M&A deals across North America
Source: international-adviser.com
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A round-up of people moves and M&A deals across North America
/PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the...
A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market.
Kansas-based Creative Planning has acquired Berno Financial Management, a Cincinnati-based RIA firm managing more than $300 million.