InvestmentNews6d
Creative Planning lands $550M RIA Edmonds Duncan
The Kansas-based consolidator with $325 billion in advised and managed assets has inked its ninth acquisition since the start ...
WealthManagement.com6d
Creative Planning Acquires Fellow Kansas Firm with $550M AUM
Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a ...
Yahoo Finance6d
Creative Planning Acquires Edmonds Duncan Registered Investment Advisors
OVERLAND PARK, Kan., Nov. 12, 2024 /PRNewswire/ -- Creative Planning, one of the nation's leading Registered Investment Advisors (RIA), today announced the acquisition of Lawrence, Kansas-based ...
Marketing Dive7h
3 critical gaps that are sabotaging your marketing plan
Every year, marketing teams grind through “planning season,” hoping to finally deliver results that leadership wants. Yet, ...
Creative Planning Grows Position in Equity Commonwealth (NYSE:EQC)
Creative Planning raised its holdings in Equity Commonwealth (NYSE:EQC – Free Report) by 2.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 19,400 shares of the real estate ...
The Rise Of A New Creative Model: A Post-Digital Imperative For CMOs
Major brands like Coca-Cola, Unilever and Procter & Gamble have shifted from a single agency of record to a flexible model ...
Crain's Cleveland Business14d
Philanthropic estate planning trends: Increase legacy impact
Thankfully, there are a multitude of creative estate planning vehicles at our disposal that can benefit individuals and ...
InvestmentNews6d
Creative Planning lands $550B RIA Edmonds Duncan
Top-ranked RIA Creative Planning has unveiled a new merger deal strategically fortifying its presence within its home state. On Tuesday, the fast-growing RIA giant announced its acquisition of ...