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.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
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
