Creative Planning Scoops Delaware Firm Managing $535M AUM
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise.
Source: wealthmanagement.com
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King of Kansas
Peter Mallouk, owner of Creative Planning, owns a piece of a baseball team and has built a firm potentially worth billions.
Source: investmentnews.com
RIA M&A Sees 'Notable Uptick' After 9 Months of Declining Activity
Dealmaking in the RIA space picked up in the third quarter, a sign we're headed for a period of increased activity, according to DeVoe & Co.
Source: wealthmanagement.com
Noteworthy Deals of the Decade | Wealth Management
A look at seven of the most notable private equity deals in the RIA space.
Source: wealthmanagement.com
Carson Group Buys $5B Northwest Capital Management in Biggest Deal Yet
A year into a new acquisition strategy, Carson has added up-market qualified plan capabilities and offices in the Pacific Northwest.
Source: wealthmanagement.com