OVERLAND PARK, Kan., Dec. 9, 2025 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Marshall Financial Group ...

Creative Planning’s latest acquisition is a Pennsylvania-based RIA that will boost the company’s headcount by 19 employees and more than $900 million in assets under management. Marshall Financial ...

Global expansion is a top priority for leading mega-RIA Creative Planning, with CEO Peter Mallouk identifying Europe as the firm’s most in-demand overseas target. “Outside of the United States we ...

Update: Gregorios Kythreotis has confirmed that he and Shedworks co-founder Daniel Fineberg "have gone [their] separate ways." "Daniel and I are both working on our own projects now," Kythreotis told ...

Creative Planning has acquired Burt Wealth Advisors, a registered investment advisory firm in Maryland that has $1 billion in assets under management. The move marks Creative Planning’s sixth ...

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Singapore’s Ivory Chia became the youngest winning actor in Asian Academy Creative Awards history, claiming best actress in a supporting role in a tiebreaker vote, as China scored wins for best ...

In 2009, I was an office drone pretending I gave a toss about insurance premiums, at least by day. By night I was carving up the world, fiddling with firing lines and worrying about getting hundreds ...

This interview first appeared in Path Finders, an email newsletter from the Daily Yonder. Each week, Path Finders features a Q&A with a ...

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