When it comes to growing its business, Creative Planning is keeping calm and carrying on. The firm is expanding its footprint ...

The acquisition of Maseco in London marks Creative Planning’s second deal for a foreign firm.

Overland Park-based Creative Planning is going increasingly global. Its international subsidiary already has $11 billion to ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Creative Planning added a ...

Creative Planning is extending its international reach with a deal to acquire London-based Maseco, a move that significantly ...

Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced that MASECO LLP (MASECO), an established RIA in London, England, will become part of the Creative ...

Creative Planning, the $345 billion registered investment advisor led by Peter Mallouk, has acquired Maxwell Wealth Strategies, a Pleasanton, Calif.-based RIA with about $290 million in client assets.

TPG Capital, a global alternative asset management firm, has revealed it's making a strategic minority investment in Creative Planning, the top-ranked RIA headed by industry veteran Peter Mallouk.

OVERLAND PARK, Kan., April 9, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of ...

Creative Planning announced that Monterey Private Wealth will join the registered investment advisor as its fourth acquisition so far this year, bringing on more than $1 billion in assets from clients ...

The RIA giant Creative Planning is acquiring SageView Advisory Group in a deal set to bolster its expertise in retirement planning and more than double its assets under management. Processing Content ...

Creative Planning, an Overland Park, Kan.-based RIA with more than $245 billion in assets under management, announced it has acquired Daniels + Tansey, a Wilmington, Del.-based RIA with $600 million ...