The Profession Has Failed Past Entrants

Published on November 12, 2024

Why we need a frank conversation and detailed solutions for retention.

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Creative Planning Acquires Fellow Kansas Firm with $550M AUM

November 12, 2024
Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA.

AI Could Be Point of Emphasis for Trump

November 12, 2024
Many tech companies and executives are at political odds with President-elect Trump, but the sector performed well during his first term.