RIA Roundup: Venerable Holdings to Create RIA

Two new players enter the RIA space; Baird adds a bank team with half a billion in assets; and Creative Planning and Focus Financial make big announcements.

Related Keywords

West Chester ,Illinois ,United States ,Chicago ,David Keevins ,Tim Brown ,Andrew Krei ,David Marcinek ,Barrett Upton ,Venerable Holdings ,Zions Bank ,Annuity Company ,Venerable Holdings To Create ,Creative Planning ,Goldman Sachs Personal Finance Management Unit ,Focus Financial ,Variable Insurance ,Venerable Insurance ,Chief Legal Officer Tim Brown ,Michal Levy ,Adrea Scaramucci ,Equitable Investment Management ,Grove Advisors ,Barrett Upton Capital Advisors ,