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Creative Planning’s Mallouk sees softening valuations driving more RIA deals
Creative Planning's third completed deal of the year, for Boston-based Ferris Capital, adds $755 million to its wealth management footprint.
Cresset balloons to $20 billion in assets with latest megadeal
Starting from scratch just four years ago, Cresset Asset Management has now become one of the fastest growing RIAs with the acquisition of Berman Capital Advisors and its $4.7 billion in assets.
