Creative Planning Acquires $1B Maryland-Based RIA

Published on December 2, 2025

The deal is Creative Planning’s 15th acquisition in two years and comes as it continues to integrate $250 billion SageView Advisory Group.

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Crestmont P/E and Market Valuation: November 2025

December 2, 2025
Based on the November S&P 500 average of daily closes, the Crestmont P/E of 43.8 is 187% above its arithmetic mean, 214% above its geometric mean, and is in the 100th percentile of this 14-plus-decade series.

Women Are the New Retirement Planning Powerhouses

December 2, 2025
Three powerful demographic shifts — rising wealth, forward-thinking attitudes, and longer lifespans — are reshaping retirement. The emerging financial force of the future is women, and advisors who adapt now will lead tomorrow’s client relationships.