Creative Planning Hires Marketing Chief with Finance, Consumer Brand Experience

Published on October 6, 2026

Ovi Vitas will bring experience from Marriott, Reebok and EA Sports to help Creative Planning grow its international presence.

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Custodians, RIA Platforms Target Fidelity Clients on Heels of $100M Minimum

October 6, 2026
RIA custodians such as Schwab, Axos and Betterment, as well as some RIA platforms, are reaching out to those advisors who may need to shift some or all of their assets off Fidelity by June 2027.

$1.1B Hightower Naples Joins Flagship Firm The Bahnsen Group

October 6, 2026
The $1.1 billion Florida practice marks the first acquisition under TBG's franchise model following its April integration with Hightower as a new advisory hub.