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Tag: 13B

Creative Planning buys $13B retirement practice

Posted on October 31, 2023 by Thomas Powell

Creative Planning, one of the largest registered investment advisors in the country, has added to its M&A streak with another acquisition.  The Overland Park, Kansas-based RIA announced Tuesday that it was buying the corporate retirement advisory services team at Mesirow, a Chicago-based financial services firm. The corporate retirement practice has around $13 billion of assets,…

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