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Creative Planning Pens First International Deal with Swiss-Based Wealth Manager
Yahoo Finance· 2026-01-14 01:04
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning, an Overland Park, Kan.-based registered investment advisor with about $700 billion in assets under management and advisement, has made its first international acquisition. Creative Planning, which is majority-owned by CEO Peter Mallouk, announced Tuesday that it has acquired Baseline Wealth Management with locations in Geneva and Zurich, 14 employees, and more than $1 billion ...