News, Comment & Analysis results for Creative Planning
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
Spike In Expat Interest Spurs Cross-Border Planning Activity
Political changes and other forces are encouraging more HNW US citizens to consider moving abroad,
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular
Commonwealth Deal “Major Coup” For LPL
This news service looks at how LPL Financial's ambition to be a major wealth management force
North American Wealth M&A Rose In 2024, Sector Weathers Volatility – ECHELON
Foreign buyers, including those linked to sovereign wealth funds, were among the players in the
High Drama At Hightower: New CEO, Many Questions
The CEO of Chicago-headquartered Hightower Advisors, Bob Oros, is leaving the firm and is being