Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $75 billion, is offering initial partnerships to 86 employees, or roughly 10% of its workforce.
The company said it plans to continue to offer equity to eligible employees and as part of future acquisitions.
“We have an incredibly dedicated team who has been instrumental in helping us grow our business over this past year,” CEO Peter Mallouk said in a statement. “In many ways, we feel like we are just getting started, and I look forward to sharing the journey with my new partners.”
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
