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.
Wealth management is a key focus for a new service tier.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
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.
