Creative Planning

Concurrent Taps Seasoned Financial Services Leaders to Helm Recruitment and Next-Gen Talent Growth

Retrieved on: 
Wednesday, April 24, 2024
Professional Services, Other Professional Services, Human Resources, Finance, Asset Management, Consulting, Accounting, Goldman Sachs, Concurrency, EY, Creative Planning, Fidelity, RIA, Three-sector model, Risk management, Financial adviser

Bo Ellison joins Concurrent as Chief Financial Officer; Joe Mooney joins as Managing Director, Advisor Engagement and Enterprise Development; Kerry McDermott joins as VP, Program Development, Strategy, & Growth; and Matthew Unger joins as VP, Head of Centralized Wealth Advisory Services.

Key Points: 
  • Bo Ellison joins Concurrent as Chief Financial Officer; Joe Mooney joins as Managing Director, Advisor Engagement and Enterprise Development; Kerry McDermott joins as VP, Program Development, Strategy, & Growth; and Matthew Unger joins as VP, Head of Centralized Wealth Advisory Services.
  • Concurrent has notched $2 billion in new assets since its launch as an RIA last May.
  • The firm’s investment in growth leaders demonstrates an intense focus on opportunities for professional growth and succession, as well as the supporting services that will preserve Concurrent’s relevance and dynamism in the years to come.
  • “We’re not immune to the demographic issues our industry faces,” said Nate Lenz, CEO of Concurrent.

Ruder Finn Expands Consumer Brand Practice with Two New Leaders

Retrieved on: 
Wednesday, April 10, 2024
Wendy's, Conagra Brands, Creativity, Creative Planning, Beam Suntory, Cargill, Nestlé Purina PetCare, Creative, LG, Growth, Miller, Aveda, Rolls-Royce, Food, RF, Aspen Ideas Festival, Ruder Finn, Coca-Cola, Beauty, The J.M. Smucker Company, American Egg Board, Ulta Beauty, Whirlpool Corporation, General Mills, Health, Head, CPG, Sales

NEW YORK, April 10, 2024 /PRNewswire/ -- Ruder Finn, one of the world's largest independent communications and integrated marketing agencies, announced today that Corinne Gudovic and Tera Miller will join as Head of Consumer and Head of Creative Planning, respectively, signaling a reinforced focus on growing the agency's consumer brand expertise. These two key hires will build on the agency's already robust integrated marketing capabilities across digital and experiential. They will also work with the firm's TechLab and creative studio to create new offerings designed to drive consumer engagement and conversion in an increasingly fragmented omnichannel environment. Ruder Finn's current consumer brand clients include Aveda, Canon, Coca-Cola, Disney, Kohler, LG, and Rolls Royce, among others. 

Key Points: 
  • Ruder Finn's current consumer brand clients include Aveda, Canon, Coca-Cola, Disney, Kohler, LG, and Rolls Royce, among others.
  • "Corinne and Tera are exceptional leaders and creative thinkers who will bring a new level of excellence as the agency develops innovative tools for enhancing the consumer experience," said Kathy Bloomgarden, CEO of Ruder Finn.
  • Gudovic joins Ruder Finn as the new Head of Consumer, where she will oversee the growth and development of the firm's Consumer Brand practice.
  • "I am excited to be joining the acclaimed Ruder Finn to build a new and differentiated brand offering," said Gudovic.

Maxwell Locke & Ritter Announces Sale of Affiliate Firm While Unveiling Brand Refresh and New Website—Reinforcing Commitment to the Future

Retrieved on: 
Tuesday, April 2, 2024
Culture, Growth, Philosophy, Partnership, Sale, Creative Planning, Heart, CPA

Austin, Texas, April 02, 2024 (GLOBE NEWSWIRE) -- Maxwell Locke & Ritter, a leading accounting and advisory firm based in Central Texas, is pleased to announce the strategic sale of its affiliate, ML&R Wealth Management, to Creative Planning.

Key Points: 
  • Austin, Texas, April 02, 2024 (GLOBE NEWSWIRE) -- Maxwell Locke & Ritter, a leading accounting and advisory firm based in Central Texas, is pleased to announce the strategic sale of its affiliate, ML&R Wealth Management, to Creative Planning.
  • This transition enables ML&R Wealth Management's clients to seamlessly move to a like-minded, people-centric investment firm while continuing to receive a comprehensive suite of financial services.
  • We're confident in their continued success in guiding their clients toward their financial goals through this new partnership.
  • With an unwavering dedication to their clients and future growth, Maxwell Locke & Ritter is also excited to announce a significant brand update and the launch of a new website.

Republic Capital Group Awarded "Boutique Investment Banking Firm of the Year"

Retrieved on: 
Friday, November 17, 2023
Acquisition, WMLW-TV, Creative Planning, Partner, Uncertainty, CPA, Environment, Cryptocurrency, Republic

M&A Advisor is the preeminent organization for investment banking awards and recognition.

Key Points: 
  • M&A Advisor is the preeminent organization for investment banking awards and recognition.
  • Republic Capital Group was selected by a panel of 28 investment banking experts.
  • Republic Capital Group also won "M&A Deal of the Year" for all transaction categories between $100 million and $250 million.
  • Congratulations to the entire Republic Capital Group team for this great milestone for our firm."

Creative Planning Strengthens Retirement Services with Acquisition of Mesirow's Corporate Retirement Advisory Services Team

Retrieved on: 
Tuesday, October 31, 2023
Creative Planning, Michigan Office of Retirement Services, RIA, RIAS, NAPA, Acquisition, Registered investment adviser, City, Social responsibility, Retirement, Creative, National Association, Financial adviser, Industrial design, Mesirow

OVERLAND PARK, Kan., Oct. 31, 2023 /PRNewswire/ -- Creative Planning, one of the nation's leading Registered Investment Advisors (RIA), announced its acquisition of Mesirow's corporate retirement advisory services team.

Key Points: 
  • OVERLAND PARK, Kan., Oct. 31, 2023 /PRNewswire/ -- Creative Planning, one of the nation's leading Registered Investment Advisors (RIA), announced its acquisition of Mesirow's corporate retirement advisory services team.
  • "We are excited to welcome Mesirow's impressive corporate retirement advisory services team into the Creative Planning family," said Peter Mallouk, CEO of Creative Planning.
  • The Creative Planning Retirement Services Practice provides services to over $137 billion in assets under advisement.
  • Carly Bell, Head of Retirement Services at Creative Planning, led the acquisition stating, "The acquisition of Mesirow's corporate retirement team is additive to our existing Retirement Services offering as it brings together industry thought leaders that will continue to expand the comprehensive services available from Creative Planning to plan sponsors and participants."

Republic Capital Group Named Finalist for Nine Investment Banking Awards

Retrieved on: 
Thursday, September 7, 2023
Uncertainty, Creative Planning, Golden Gate Capital, Acquisition, Partner, Capital, WMLW-TV, Environment, Cryptocurrency, Republic

NEW YORK and HOUSTON, Sept. 7, 2023 /PRNewswire/ -- Republic Capital Group , a premier M&A advisor to the financial services industry, announced today that it was named a finalist for nine investment banking industry awards.

Key Points: 
  • NEW YORK and HOUSTON, Sept. 7, 2023 /PRNewswire/ -- Republic Capital Group , a premier M&A advisor to the financial services industry, announced today that it was named a finalist for nine investment banking industry awards.
  • Results will be announced at The M&A Advisor's 22nd annual black-tie awards gala to be held on November 15, 2023, in New York City.
  • Congratulations to the entire Republic Capital team on this great milestone for our firm."
  • Added Peter Nesvold, Partner of Republic Capital: "Today's recognition comes on the heels of Republic's record-setting year in 2022, during which the firm transacted more than $50 billion of client assets — ranking Republic first among independent investment banks serving the wealth management industry and related market segments."

Creative Planning Strengthens Expertise in Tax Planning and Investment Integration with Acquisition of CTB Financial Services

Retrieved on: 
Tuesday, August 22, 2023
Creative Planning, RIA, Tax, CTB, Retirement, Acquisition, Partner, Investment, Creative, Registered investment adviser, CFO, Financial management, Family, Financial adviser, Creative industries

The strategic move further enhances Creative Planning's commitment to delivering holistic financial solutions by integrating tax planning and investment strategies.

Key Points: 
  • The strategic move further enhances Creative Planning's commitment to delivering holistic financial solutions by integrating tax planning and investment strategies.
  • "We are excited to welcome CTB Financial Services into the Creative Planning family," said Peter Mallouk, CEO of Creative Planning.
  • The acquisition of CTB Financial Services by Creative Planning underscores the firm's dedication to broadening its range of services and geographical reach.
  • "Coming together with Creative Planning is an exciting opportunity," added Jonathan Liang, senior advisor at CTB Financial and now a Partner at Creative Planning."

Top Independent Advisory Firm Creative Planning Expands Strategic Collaboration with Goldman Sachs via New Custody Relationship

Retrieved on: 
Monday, July 24, 2023
Partnership, Goldman Sachs, Creative Planning, RIA, Creative, Registered investment adviser, Growth, RIAS, GSAS, Environment, Financial adviser, Security (finance)

NEW YORK and OVERLAND PARK, Kan., July 24, 2023 /PRNewswire/ -- Creative Planning (Creative), one of the largest industry leading Registered Investment Advisors (RIAs) in the country, today announced a new multi-billion-dollar strategic custody relationship with Goldman Sachs Advisor Solutions (GSAS).

Key Points: 
  • Creative Planning adds Goldman Sachs Advisor Solutions as custodian to increase access to institutional-grade solutions.
  • NEW YORK and OVERLAND PARK, Kan., July 24, 2023 /PRNewswire/ -- Creative Planning (Creative), one of the largest industry leading Registered Investment Advisors (RIAs) in the country, today announced a new multi-billion-dollar strategic custody relationship with Goldman Sachs Advisor Solutions (GSAS).
  • Creative's collaboration with Goldman Sachs will enable institutional-grade custody solutions for clients.
  • Following a year of significant growth, including two recent acquisitions, Creative's collaboration with Goldman Sachs will enable the RIA to provide institutional grade custody solutions to their clients.

Foundation for Financial Planning Welcomes Six New Trustees

Retrieved on: 
Wednesday, February 8, 2023
Cloud, TD, Finance, Wharton School of the University of Pennsylvania, Investment, PricewaterhouseCoopers, Trustee, Corporate development, Risk management, Florida State University, Pro bono, Fidelity Investments, CPA, Topical steroid withdrawal, Radford University, NexGen, RIA, WLA, RIAS, Lehigh University, Retirement, Wendell Pritchett, Wealth, BNY, Washington University in St. Louis, Outreach, Bachelor of Science, Creative Planning, Education, Economics, FFP, TD Waterhouse, Curriculum, Chairperson, VCS, Columbia Business School, Fidelity, Salesforce, University, Management, Financial adviser, Science, Quest, Marketing

Previously, she was a Financial Planner at SBSB Financial Advisors and Creative Planning.

Key Points: 
  • Previously, she was a Financial Planner at SBSB Financial Advisors and Creative Planning.
  • Her unique skillset and passion for helping others led her to complete Georgetown University’s financial planning certificate program and obtain her CFP®.
  • Erica is committed to making financial planning accessible to as many people as possible, including future planners and clients.
  • Hussain started his wealth management career as a client-facing financial advisor and specialized in comprehensive financial planning for the mass affluent client.

Brand Safety Week Announces its Inaugural DE&I Summit @BrandSafetyWeek Activation on November 1st in New York City

Retrieved on: 
Thursday, October 13, 2022
News, Tode, Once, Commitment, WFAS (AM), Creative Planning, Brand safety, Program, Multimedia, GroupMe, Technology, DE, Industry, Netflix, Q&A, CEO, Summit, Communication, WFA, Corporate title, BSO, Journalism, View, Leadership, Public relations, Advertising, Safety

NEW YORK, Oct. 13, 2022 /PRNewswire/ -- The creators and partners of Brand Safety Summit and the expanded Brand Safety Week, part of 614 Group's series of international leadership events for global brand, agency and technology executives, today announced its first-ever DE&I Summit @BrandSafetyWeek event. The half-day event will take place on November 1st from 1 - 5 p.m. at NeueHouse Madison Square, 110 East 25th St., NY, New York bringing together DE&I pioneers from across the industry to lead candid conversations about the true statue of diversity, equity, and inclusion in relation to brand safety and brand suitability and what's happening now to foster a more inclusive and brand suitable future. The goal of the event is to give space to a diverse range of voices and fuel the meaningful dialogue and next steps needed to drive meaningful change.

Key Points: 
  • "It is thrilling to see a day at Brand Safety Week dedicated toDE&I- a critically important factor of 'Media Responsibility,' as marketers think about a more comprehensive approach to their Brand Safety practices," said Louis Jones,BSOin Residence, The Brand Safety Institute & BRIDGE Founding Board Member.
  • DE&I Summit @BrandSafetyWeek will build on the success of the organization's international Brand Safety Summit Series, a leading gathering of global professionals since 2014.
  • In 2021, the Summit expanded to Brand Safety Week powered by partnerships with WFA's GARM and The Brand Safety Institute.
  • Linzy Mejia, Purpose Worldwide for Brand Safety Summit, [email protected] , 847-217-1340
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