Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $49 billion, has acquired Thun Financial Advisors, a Madison, Wisconsin-based RIA managing $600 million.
Thun specializes in serving U.S. citizens who live, and or work, overseas.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
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This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
