Creative Planning Has Agreed to Buy UK-Based RIA Maseco, Sources Say

Published on December 18, 2025

Several sources confirm Creative Planning has agreed to buy London-based Maseco Private Wealth.

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Nevis Acquires Voice AI Platform Ledra

December 18, 2025
Nevis’s acquisition of Ledra will enable the AI startup to build a voice and analytics agent; it comes on the heels of a $35 million capital raise from Sequoia, Iconiq and Ribbit Capital.

Selling Stock Before Year-End vs. Waiting Until January

December 19, 2025
As the year winds down, most people are thinking about time off, holiday plans, or simply catching their breath. But if you work in tech and hold RSUs, stock options, or shares from a previous employer, this season adds another question to the mix: what are the advantages of selling stock before year-end or waiting until January?It is a small timing decision on the calendar, but it can shape your