Creative Planning Closes on Acquisition of Goldman Sachs PFM
The new United Capital is born, with $20 billion in total assets, 125 advisors and its own ADV and management team.
Source: wealthmanagement.com
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Creative Planning Acquires Mesirow's Retirement Services Business
The deal adds over 350 retirement plans and about $13 billion to Creative Planning’s existing retirement services team.
Source: wealthmanagement.com
PCIA, Farther Pick Up More Advisors From Goldman Sachs PFM
One advisor who left, who declined to be named, said his decision to leave was motivated by the sale to Creative Planning.
Source: wealthmanagement.com