Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $100 billion, has acquired Berno Financial Management, a Cincinnati-based RIA managing more than $300 million.
Bruce J. Berno founded his eponymous firm in 1993, which had offices in 20 states. He and all the firm’s employees have joined Creative Planning.
Advisor accused of scheming to move family trust to firm, lawsuit seeks $10 million in damages.
Young Americans are inexperienced in navigating current stormy waters.
Early investor in EV firm says it is in crisis and needs a change of leadership.
Chipmaker's developer conference comes at a pivotal moment.
Three-year program aimed to boost regulatory compliance, culture change.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
