Creative Planning Secures Minority Investment From TPG Capital
The investment was made through the private equity arm of TPG’s U.S. and European platform.
Tag: Creative Planning
Betterment to Acquire Robo-Investing Accounts from Goldman Sachs
Goldman is shedding Marcus Invest accounts less than one year after exiting its personal finance management division; will keep Marcus...
OneDigital, Creative Planning Announce Texas Acquisitions
Both firms made additions to expand their respective retirement plan and wealth management footprints in the state.
Advisory M&A News – 12/4/23
Creative Planning announces acquisition of Daniels + Tansey; Perigon Wealth Management welcomes Wealth Advisors Inc.; Advisers Medelberg and Koziatek join...
Creative Planning Acquires Mesirow’s Retirement Advisory Business
The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.
Advisory M&A News – 10/9/23
Creative Planning acquires Kistler-Tiffany Advisors; Align Wealth Management joins Edelman Financial Engines; Coldstream Wealth Management merges with two firms.
Creative Planning CIO Jim Williams Dies at 46
The CIO was ‘admired by clients and colleagues’ and a ‘devoted husband and father.’
Goldman Sachs Sells Personal Financial Management Unit to Creative Planning
The transaction is expected to close in the year’s fourth quarter.
Goldman Looks to Shed RIA Arm, Will Continue Third-Party Custody Push
While the firm is looking to divest the results of its 2019 acquisition of United Capital, it will continue to...
Advisory M&A
Creative Planning acquires BerganKDV; Boston Hill Advisors joins Hightower; Kestra Private Wealth Services launches Destination Wealth Advisors.