Creative Planning Inc., an Overland Park, Kansas-based registered investment adviser managing more than $76 billion, has acquired Sullivan Bruyette Speros & Blayney, a pioneering RIA based in McLean, Virginia, that manages $5 billion.
SBSB was formed in 1991 and now has more than 60 employees. Terms of the acquisition were not disclosed.
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
