OVERLAND PARK, Kan. & SAN FRANCISCO--(BUSINESS WIRE)-- Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global ...

Creative Planning, a large registered investment advisory firm, has made its first international acquisition, snapping up ...

Meanwhile, Beacon Pointe and Elevation Point have each announced transactions involving billion-dollar-plus wealth firms with ...

The Clinton County Community Foundation (CCCF) has officially approved its first five-year strategic plan, setting a bold, ...

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.

Kovitz Investment Group Partners, one of a handful of “hub” firms into which Focus Financial is moving to consolidate the remaining 80-plus partners in its network, has taken another step in that ...