Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $49 billion, has acquired Thun Financial Advisors, a Madison, Wisconsin-based RIA managing $600 million.
Thun specializes in serving U.S. citizens who live, and or work, overseas.
Halbert Hargrove senior wealth advisor weighs in on the products' guaranteed income upside, the operational drag and his wish list for carriers.
With 8.6% of advisors set to switch firms in 2026, Cerulli says advisor recruitment hinges on technology, branding and HNW support.
“I’m seeing more disputes like this between advisors and other advisors at the same practice,” said one industry executive.
Longer retirements and steady inflation could drain retiree portfolios before heirs inherit, with 4% net returns running dry by year 34.
A single fintech partner triggered a $68.8M credit hit.
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
