Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative Planning

Published on September 30, 2024

Peter Mallouk will continue to lead the business and keep his majority stake.

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Chicago PMI Edged Higher in September

September 30, 2024
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) edged up to 46.6 in September from 46.1 in July. The latest reading is better than the 46.1 forecast but keeps the index in contraction territory for a tenth straight month.

The Positive Benefits of Periodic Client Reviews

September 30, 2024
You have clients. Have they bonded?      Related StoriesWhat RIAs Should Know About Data-Based Marketing8 Views From Advisors and Clients on the Future of Financial PlanningCommonwealth Partners With Legacy Capitals on HNW Advisor Training - Enclosure