Creative Planning, an Overland Park, Kansas-based registered investment adviser with more than $100 billion in assets under management, is acquiring Dashboard Wealth Advisors, an Oak Brook, Illinois-based firm with more than $800 million in AUM.
Terms of the transaction were not disclosed.
Dashboard Wealth was founded in 2013 by Scott Schuster, who has known Creative Planning CEO Peter Mallouk since their grade school days.
“We studied for the CFP exam together many years ago and have shared best practices over the years,” Mallouk said in a statement. “Scott and his team epitomize what Creative Planning is all about: delivering a best in class offering with a highly educated, credentialed and experienced team.”
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
