Creative Planning, an Overland Park, Kansas-based registered investment adviser that manages more than $76 billion, has acquired Castle Wealth Advisors, which manages $320 million in assets.
Castle, founded in 1973 by Gary Pittsford, the first president of the National Association of Personal Financial Advisors, is the oldest fee-only financial adviser in Indiana. The firm has offices in Indianapolis and Naperville, Illinois.
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
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
