Creative Planning has closed its 10th deal of the past few months with the acquisition of The Doman Group, a New York City-based registered investment adviser with $400 million under management. Peter Mallouk, chief executive of Overland Park, Kansas-based Creative ...

Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $100 billion, has acquired Paradigm Financial Advisors, an RIA managing $600 million in Des Peres, Missouri. Paradigm’s advanced planning expertise and plans to hire additional attorneys and accounts will be ...

Creative Planning Inc. continued its buying spree Monday, announcing the purchase of Reilly Financial Advisors, a registered investment advisory firm in La Mesa, California, with $2 billion in assets under management. With its latest acquisition, Creative Planning has more than ...

Creative Planning, an Overland Park, Kansas-based registered investment adviser with more than $100 billion in assets under management, is acquiring Dashboard Wealth Advisors, an Oak Brook, Illinois-based firm with more than $800 million in AUM. Terms of the transaction were ...

In a move that should accelerate the convergence of wealth and retirement at work and concern all RPA aggregators that lack a robust wealth management practice, Creative Planning has acquired Lockton’s retirement division. The transaction, which marks the first time ...

Creative Planning is making a massive leap into the retirement plan business, agreeing to take on Lockton’s $110 billion unit in a deal that includes an equity stake in the acquiring firm. The companies, which announced the agreement this morning, ...