Creative Planning Set To Close $250B SageView Deal in December

Published on October 9, 2025

The deal for SageView boosts Peter Mallouk’s Creative Planning to a roughly $640 billion RIA and adds significant retirement plan assets.

Continue reading on website
Other news

Morgan Stanley Recommends 60/20/20 Portfolio With 20% Allocated to Gold

October 9, 2025
For years, mainstream investment gurus have steered clients away from gold. But with the yellow metal gaining more than 87 percent since January 2024, it’s getting hard to ignore the yellow metal.

The Diamond Podcast for Financial Advisors: How Sanctuary's Adam Malamed Is Reframing Growth with Advisor Autonomy

October 9, 2025
Sanctuary Wealth CEO Adam Malamed discusses how the firm doubled in size, its vision for advisor autonomy, and the future of growth, technology, and partnerships in the independent space.