Creative Planning said it has acquired Baseline Wealth Management, a Swiss RIA with offices in Geneva and Zurich managing more than $1 billion in assets. The transaction adds 14 employees and marks ...
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 ...
OVERLAND PARK, Kan., Jan. 13, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Baseline Wealth Management ...
We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...
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Estate planning 101: Wills, trusts, and the tax moves that protect your family’s wealth
Estate planning helps ensure assets transfer smoothly during death or disability using tools like wills, trusts, healthcare directives, and powers of attorney, while strategies like gifting and donor ...
Through partnerships with ActiFi and Greene Consulting, Osaic strengthens its support for financial advisors in delivering holistic financial planning and wealth management The Osaic Wealth Advisor ...
Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. A lawyer provides expert advice to a client while reviewing legal documents ...
Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Riska / Getty Images The median net ...
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Numerology Predictions Today, February 02, 2026: Read your personalised forecast for numbers 1 to 9
Today's numerology readings offer guidance for each birth number. Individuals are advised to manage self-criticism, focus on essentials, embrace new opportunities, tackle pending tasks, prioritize ...
The moving boxes were barely unpacked when Nancy Schlossberg and her husband, Steve, joined a small group of recent retirees for dinner in their new city of Sarasota, Fla. When a former medical school ...
In the years following the enactment of the Tax Cuts & Jobs Act in December 2017 (the TCJA), estate-planning conversations with high-net-worth clients centered around the impending reduction of the ...
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