Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $100 billion, has acquired Berno Financial Management, a Cincinnati-based RIA managing more than $300 million.
Bruce J. Berno founded his eponymous firm in 1993, which had offices in 20 states. He and all the firm’s employees have joined Creative Planning.
Anthropic's Millennium partnership moves AI from reactive tool to proactive risk monitor — but other wealth tech leaders question its fit for RIA practices.
Milind Mehere offers perspective on why ambient AI, not smarter models, will define the next decade of wealth tech.
Kenneth Thom, 42, reinvented himself as a finfluencer known as “K Money.”
A press-freedom lawsuit filed in Manhattan challenges the president's $100,000-a-month Truth API service used by trading firms.
Research reveals six hidden costs inside "zero-fee" IRAs, with one investment mistake potentially amounting to $170,000 over a 30-year period.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
