CREATIVE PLANNING TO ACQUIRE SAGEVIEW AND EXPAND FURTHER INTO THE WEALTH AND RETIREMENT SPACE
The newly combined firm would represent $640 billion in total client assets, serving more than 80,000 private wealth clients and 11,800 retirement plans.1 Creative Planning, one of the nation's largest registered investment advisors (RIAs), announced today that it has entered into a definitive agreement to acquireSageView Advisory Group (“SageView”), one of the nation's leading independent […]