Private equity firm General Atlantic has made an undisclosed minority investment in Creative Planning, a registered investment adviser managing $50 billion that is based in Overland Park, Kan., and New York.
Peter Mallouk, chief executive of Creative Planning, will continue to lead the business and maintain a majority, controlling stake.
Survey finds vacation confidence at an all-time high, defying budgetary constraints and ongoing inflation in travel costs.
A New Jersey appellate court reinstates regulators' ability to seek both restitution and disgorgement in a securities fraud case involving unregistered investments and diverted investor funds.
A federal appeals court has sided with activist investors in a closely watched proxy battle involving nine Puerto Rico municipal bond funds.
Judge rejects shareholder lawsuit targeting Fidelity's preferred stock deal.
The newest advisor-focused AI notetaker arrives with a low-price pitch for enterprises – but is it too little, too late to gain market share?
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.
