Creative Planning, an Overland Park, Kansas-based registered investment advisory firm that now manages about $134 billion, has acquired Emery Howard, a Burlingame, California-based RIA managing $1.8 billion.
Emery Howard, founded in 1991, serves many Silicon Valley entrepreneurs.
LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff Schmitt.
"We are making sure to pivot away from companies disproportionately exposed to the lower-end consumer," says F.L.Putnam's Ellen Hazen, as her RIA's investment strategy prepares to react to proposed cuts to medicaid and SNAP.
President tries to find compromise to get bill through.
Toronto-based Bank of Montreal has hired a three-decade veteran from Bank of America to lead its newly combined US operation as one of its top leaders plans to step down.
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
