InvestmentNews7d
Creative Planning lands $550M RIA Edmonds Duncan
The Kansas-based consolidator with $325 billion in advised and managed assets has inked its ninth acquisition since the start ...
ETF Daily News7d
Creative Planning Decreases Stake in FuboTV Inc. (NYSE:FUBO)
Creative Planning reduced its holdings in FuboTV Inc. (NYSE:FUBO – Free Report) by 15.2% during the 3rd quarter, according to ...
ETF Daily News7d
Creative Planning Grows Stock Holdings in Royce Value Trust Inc. (NYSE:RVT)
Creative Planning grew its holdings in Royce Value Trust Inc. (NYSE:RVT – Free Report) by 7.7% during the 3rd quarter, ...
WealthManagement.com7d
Creative Planning Acquires Fellow Kansas Firm with $550M AUM
Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a ...
Yahoo Finance7d
Creative Planning Acquires Edmonds Duncan Registered Investment Advisors
OVERLAND PARK, Kan., Nov. 12, 2024 /PRNewswire/ -- Creative Planning, one of the nation's leading Registered Investment Advisors (RIA), today announced the acquisition of Lawrence, Kansas-based ...
InvestmentNews7d
Creative Planning lands $550B RIA Edmonds Duncan
Top-ranked RIA Creative Planning has unveiled a new merger deal strategically fortifying its presence within its home state. On Tuesday, the fast-growing RIA giant announced its acquisition of ...