getty The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it’s an essential part of the path to sustainability and growth. To help, 20 Forbes Finance Council members share the first things every…
Tag: Planning
AdvicePay surpasses 1 million transactions, $500M in financial planning fees as …
This week, the wealth management platform that took the concept of fee-for-service financial planning from undesirable to undeniable is celebrating a pair of major milestones that show how much the game has changed. AdvicePay, the payment processing technology developed by XY Planning Network founders Michael Kitces and Alan Moore, announced that its fee-for-service solution has…
Dias Wealth Expands Financial Planning and Wealth Management Services to Naples,…
Dias Wealth is a financial services firm dedicated to simplifying the complex world of financial planning. Dias Wealth, a leading financial services firm headquartered in Lake Mary, Florida, is excited to announce the expansion of its services to two Florida cities, Tampa and Palm Beach. The strategic rollout comes in response to the company’s strong…
The road to resilience starts with financial planning
Open this photo in gallery: Today’s economic landscape is challenging for most Canadians. Inflation, elevated interest rates and high housing costs are causing people from all walks of life to experience financial vulnerability. Regardless of income level, Canadians are struggling. Their ability to recover from a sudden financial shock, such as an unexpected expense or…
Financial planning tools can help increased competition for students
Key points: Declining student numbers, devalued degrees, lower retention rates, and affordability concerns continue to reshape the higher education landscape and increase competition among universities. Uncertainty about future enrollment levels creates significant financial challenges for institutions that historically have relied heavily on tuition revenue. In fact, a recent survey showed that 81% of university leaders…
Creative Planning Closes on Acquisition of Goldman Sachs PFM
Creative Planning, the Overland Park, Kan.-based registered investment advisor run by CEO Peter Mallouk, closed on its acquisition of Goldman Sachs’ Personal Financial Management unit Friday morning. The terms of the deal were not disclosed. Mallouk said he will revive the United Capital name, and the business will operate as a wholly-owned, independent entity of…
Creative Planning Acquires Mesirow’s Retirement Services Business
Creative Planning, the Kansas City, Kan.–based independent registered investment advisor run by founder and CEO Peter Mallouk, has acquired Mesirow’s corporate retirement advisory services business, adding over 350 retirement plans and about $13 billion in assets under advisement and management to the RIA’s existing retirement business. Mesirow’s team is led by David Dermenjian, Chris Pohlman,…
Creative Planning Acquires Mesirow’s Retirement Advisory Business
Creative Planning LLC, the registered investment advisory and retirement plan services firm, announced Tuesday it has acquired Mesirow Financial Inc.’s retirement plan advisory division. The firms did not disclose terms of the deal. The deal will bring to Creative Planning more than 350 retirement plans and $13 billion in assets under advisement and management, according…