Creative Planning Pens First International Deal with Swiss-Based Wealth Manager

Published on January 13, 2026

Creative Planning adds to its international division with the acquisition of Baseline Wealth, giving it $1 billion in client assets and a presence in Geneva and Zurich.

Continue reading on website
Other news

10 Investment Must Reads for This Week (Jan. 13, 2026)

January 13, 2026
Amid industry consolidation, fee compression and increased use of AI, asset managers have been cutting back on staff. Gold and sliver have hit record highs amid fears about fed independence. These are among the investment must-reads we found this week for financial advisors.

SEC RIA Registrations Surged Post-Shutdown

January 13, 2026
According to an AdvizorPro data analysis, the 43-day government shutdown in October and November may have derailed a record year for new RIA approvals.