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.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
