When you meet Valicia Evans, you notice two things right away—her calm confidence and her eye for detail. She sees things ...

Op-ed: To prepare students for the complexities of community work, two educators turn to creative writing to help ignite ...

Epic Presentations, a boutique event-planning and concierge firm known for its seven-star service, is pleased to announce the opening of its new office in Saint Barthélemy, expanding its operational ...

Firm already manages over $5 billion for clients living beyond the U.S., and CEO Peter Mallouk says demand in the UK, ...

Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina ...

The Wedding Planner Hong Kong has released a detailed overview of current developments and practices shaping the landscape of ...

Creative Planning has acquired Marshall Financial Group, an established RIA in Doylestown, Pa., with more than $900 million in assets under management. The financial terms of the deal were not ...

Earlier this month, the Overland Park, Kansas-based Creative Planning acquired Burt Wealth, a North Bethesda, Md.-based RIA managing approximately $1 billion in client assets. It marked Creative ...

In the news release, Creative Planning Acquires Marshall Financial Group, Grows AUM by $900 Million, issued 09-Dec-2025 by Creative Planning, LLC over PR Newswire, we are advised by the company that ...

OVERLAND PARK, Kan., Oct. 21, 2025 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced the acquisition of Financial Abundance, an RIA ...

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. Overland Park, ...

Wealth management giant Creative Planning is in talks to acquire SageView Advisory Group, an advisor to retirement plans with nearly $239 billion in assets under management, according to a source ...