Creative Planning has completed the acquisition of a $1.3 billion registered investment advisor firm, marking its tenth acquisition in two years, it said Tuesday. The Overland Park, Kan.-based ...

Wealth.com, the leading end-to-end estate planning platform, today announced the appointment of Dan Bolton as Head of Marketing, adding extensive fintech marketing expertise to the company's ...

Around three years ago, the president of Creative Capital Wealth Management Group in Phoenixville ... Financial advisor planning software. Client knowledge tools. Document managing software.

Arcus Partners™ has introduced Creative Edge™, a new marketing and media group developed in partnership with Chameleoon Media ...