Creative Planning Adds Goldman Sachs as Custodian
Adding Goldman Sachs Advisor Services to custodians TD/Schwab and Fidelity will allow Creative Planning to offer more institutional investment solutions.
Source: wealthmanagement.com
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Jury's out as market rejects mega RIAs
IPOs may still be a road to riches for giant aggregators of RIAs but critics say significant hurdles to mega RIAs remain.
Source: investmentnews.com
Wealth management firm Creative Planning acquires BerganKDV
Kansas City-based investment advisor Creative Planning LLC has acquired BerganKDV, the companies announced recently.
Source: corridorbusiness.com
Wealth Management Firm Buys BerganKDV in 'First of Its Kind' Deal
The Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm.
Source: cpapracticeadvisor.com
Creative Planning acquires $2.5 billion professional services firm
Creative Planning acquires BerganKDV, a firm that offers accounting, tax and audit services, business advice and wealth management.
Source: investmentnews.com