Creative Planning, Wipfli deal leads wave of disruption
Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.
Source: financial-planning.com
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Creative Planning Buys $5B RIA Wipfli
Milwaukee-based Wipfli includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.
Source: thinkadvisor.com
Creative Planning Ends 2022 M&A Spree with 'Bold' $5B Buy
Wipfli Financial Advisors acquisition comes with retirement practice and mass-affluent focused tech platform.
Source: wealthmanagement.com
Editor's Letter: Getting Clear
These market cycles are inevitable, and arguably good for the industry in the long run.
Source: wealthmanagement.com
Larry Kudlow: Here's the worst economic news today
FOX Business host Larry Kudlow gives his take on economic issues like rising inflation, recession and the Fed raising their target rate by 75 basis points on "Kudlow."
Source: foxbusiness.com