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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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M&A | Asset managers | Accounting Today

Get the latest insights and analysis on asset management, ETFs, mutual funds and fund management. ....

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DeVoe Q3 Report: RIAs South of $500M AUM Nearly Half of 2022 Deals

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up. ....

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NVIDIA Co. (NASDAQ:NVDA) Stock Holdings Decreased by Girard Partners LTD.

Girard Partners LTD. decreased its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 1.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 6,180 shares of the computer hardware maker’s stock after selling 96 shares during the quarter. Girard Partners LTD.’s holdings in NVIDIA were worth $936,000 as of its most recent […] ....

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Koshinski Asset Management Inc. Boosts Holdings in Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF)

Koshinski Asset Management Inc. boosted its position in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Get Rating) by 17.8% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,827 shares of the company’s stock after acquiring an additional 276 shares […] ....

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