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Creative Planning Acquires BerganKDV | Wealth Management

The combination brings 600 new employees and $2.5 billion in client assets to Creative Planning, creating a business-focused division within the firm. ....

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Wealth management firm Creative Planning acquires accounting firm BerganKDV

Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm. ....

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Creative Planning acquires $2.5B BerganKDV RIA

CEO Peter Mallouk says more growth is on the way for his firm after the private equity-backed company unveiled its second billion-dollar deal of the year. ....

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What's keeping accounting firm leaders up at night?

Staffing has become so big a concern that it has actually broken into a number of smaller issues. ....

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Top Firms 2022: What Great Resignation?

Many of this year’s Top 100 Firms and Regional Leaders say they haven’t been impacted at all and others say it has been good for them. ....

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