News, Comment & Analysis results for Creative Planning
Most Interesting Questions For 2026
We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take
The Most Impactful Newsmakers Of 2025
Our US correspondent looks at the people and firms that made some of the most significant news
Who's Moving Where In Wealth Management? – CBIZ, Fiduciary Trust Company, Others
The latest moves, appointments, personnel changes in North American wealth management.
Creative Planning Reportedly Acquires UK-Based Maseco
Two firms of contrasting size and scope, that both cater to international clients such as US
Latest RIA IPO: Harbinger Or Outlier?
The US firm's foray into the listed stock market raises fresh debate on whether this route is
Will Integration Make Wealthspire An Industry Leader?
Our US correspondent examines developments at Wealthspire – now under new ownership – and how
Why Hightower Had To Change Course
After a busy period of acquisitions, Hightower – like some of its peers – is pushing to
Wealth Management M&A Hit Fresh Highs In Q3 2025 – ECHELON Partners
Among its predictions is that annual deal volume could reach 440 this year. The North American –
How Focus Financial’s Future Is Tied To PE Owner’s Endgame
Looking back at a takeover of the US wealth management house, our correspondent examines how Focus
The Hot Trends Behind Cresset’s Big OCIO Deal
Our US correspondent takes a look at Cresset's merger with a non-discretionary consultancy, aka