Creative Planning Caps Acquisition Spree With Nearly $2B in Added AUM

December 10, 2025

LPL-Affiliated Genesis Wealth Adds $2.5 Billion in AUM Through Bank Adviser Recruiting

November 18, 2025

VestGen Debuts Retirement Initiative With Addition of $662M Ex-Osaic RIA

October 26, 2025

LPL Adds $280M Alabama Firm, Formerly With Raymond James

October 23, 2025

A New Path Emerging: Alternatives in 401(k) Portfolios

October 20, 2025

GOP Bill Seeks to Cement Alternative Assets in 401(k) Plans

October 16, 2025

Creative Planning to Acquire SageView, Doubling Retirement Plan Business

October 9, 2025

LPL Financial Adds Ex-RBC Team Serving $1.1B in Assets

September 30, 2025

Private Markets Edge Toward 401(k)s, but Widespread Adoption Faces Structural Hurdles

September 16, 2025

Creative Planning to Acquire Retirement-Focused SageView Advisory Group

September 16, 2025

Goldman Sachs, T. Rowe Price Announce Collaboration to Expand Access to Private Markets

September 4, 2025

Ex-Cetera Team With $715M in Assets Joins LPL’s Broker-Dealer

August 28, 2025

iCapital Names Industry Veteran to Lead Alts in Retirement Portfolios Strategy

August 27, 2025

GOP Senators Urge DOL to Implement EO Granting 401(k) Access to Alts

August 26, 2025

Ex-Morgan Stanley, Merrill Lynch Teams Combine to Form $2B Firm on Arkadios Capital Platform

August 26, 2025

LPL Adds $700 Million-Asset Skyward Financial, Formerly With Wedbush

August 26, 2025

LPL Financial Adds $270 Million-Asset Adviser Team From Ameriprise

August 19, 2025

SageView Acquires $25 Billion Retirement Plan Consulting Firm in Illinois

August 14, 2025

Empower Survey Attests to Growing Adviser Interest in Private Markets

August 13, 2025

Valiant Funds Names Seth Johnson Vice President of Capital Markets

August 11, 2025