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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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
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 $1B Telarray Advisors
Focused on larger deals, Creative Planning moves into Tennessee with first acquisition in six months.
Source: wealthmanagement.com