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,…
Tag: Retirement
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…
Creative Planning buys $13B retirement practice
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,…
MULA Advisory Rolls Out Its Financial, Retirement Planning App
Digital financial planner MULA Advisory has launched its very own app, positioned as Malaysia’s “first retirement coaching app”. Aimed at helping Malaysians with their retirement and financial planning journey, the new MULA app comes with various functions, including providing you with your financial health report. To start, users can take a quick financial assessment, which…
The Joy of Owning a Business in Retirement
Editor’s note: Welcome to “The Retirement Happy Hour,” a lifestyle series that explores how people find happiness in retirement, featuring the personal stories of real retirees. Plus, scientific research that reveals how we can all start living a happier, more meaningful life right now. If your work offered the most important elements to make you…