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OneDigital, Creative Planning Announce Texas Acquisitions

Meanwhile, Creative Planning LLC announced the addition of ML&R Wealth Management LLC, with the transaction finalized on April 1. The terms include 18 ML&R employees officially joining the firm. The ... read more

Goldman Deal Supercharges Creative Planning's Growth

Under CEO Peter Mallouk, Creative Planning has steadily grown into one of the nation’s largest registered investment advisory firms, ballooning from less than $100 million in assets in 2004 to $ ... read more

Creative Planning Acquires ML&R Wealth Management

Creative Planning, the Overland Park, Kan.-based RIA with $300 billion in assets under administration, has acquired ML&R Wealth Management, an advisory practice headquartered in Austin ... read more

Creative Planning Meeting Ideas

Creative planning meeting ideas can bring some spark back to the group and get the planning ideas flowing. When it appears people are losing steam and interest, stop the planning discussion and ... read more

My fiancé and I are planning our wedding, but he's unemployed, and we're in debt. We've had to get creative.

A woman is planning her dream wedding, but her fiancé is unemployed, so they can't afford any deposits. She used her tax refund to pay for vendors. read more

Creative Planning Buys $2.2B Wealth Manager in Texas

Your article was successfully shared with the contacts you provided. Creative Planning says it has acquired Maxwell Locke & Ritter Wealth Management, a $2.2 billion wealth management firm with ... read more

Creative Planning lands $2.2B wealth powerhouse

RIA Creative Planning is getting bigger in Central Texas as it incorporates a multibillion-dollar practice. The firm announced its acquisition of ML&R Wealth Management, a financial advisory firm ... read more

Creative Planning Acquires ML&R Wealth Management

Creative Planning expands services in Central Texas with addition of $2.2 billion award-winning wealth management firm OVERLAND PARK, Kan., April 2, 2024 /PRNewswire/ -- Creative Planning ... read more