Creative Planning

Advisor Upside

Creative Planning Snaps Up 2nd European Firm as Advisors See Client Demand Abroad

Photo by Marcin Nowak via Unsplash

One of the largest RIAs already serves thousands of US ex-pats, according to CEO Peter Mallouk.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Liudmila Chernetska via iStock

Advisor Upside

First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

4 min read
Photo by tupungato via iStock

Advisor Upside

Goldman, BNY Pershing Break into the Client Referral Game

The companies will match advisors with retail clients and compete with similar programs from Fidelity and Charles Schwab.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Creative Planning’s Massive SageView Deal May Be ‘Creating A Monster’

The acquisition is the latest, and largest,example of mega-firms making moves to buy out competitors in a rapidly consolidating industry.

2 min read

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