Creative Planning, an Overland Park, Kansas-based registered investment adviser with more than $100 billion in assets under management, is acquiring Dashboard Wealth Advisors, an Oak Brook, Illinois-based firm with more than $800 million in AUM.
Terms of the transaction were not disclosed.
Dashboard Wealth was founded in 2013 by Scott Schuster, who has known Creative Planning CEO Peter Mallouk since their grade school days.
“We studied for the CFP exam together many years ago and have shared best practices over the years,” Mallouk said in a statement. “Scott and his team epitomize what Creative Planning is all about: delivering a best in class offering with a highly educated, credentialed and experienced team.”
Shorter waits for failed SIE and Series 7 candidates take effect Jan. 19, speeding the path to registration
Raymond James and Cetera also welcomed advisors from UBS and LPL as competition for experienced teams stays fierce
Jim Walesa worked in the securities industry for 39 years before leaving in 2021.
As the market turned from pricing in cuts to betting on hikes this year, the developing reality of a K-shaped economy has had real implications for households and investors alike.
Alleged cash payments, stolen client data, and a court that jumped the gun
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
