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Strategy

IWP continues acquisition spree with PWM deal

UK-based consolidator Independent Wealth Planners (IWP) continues its acquisition spree with the purchase of Professional Wealth Management (PWM). The financial details of the deal were not disclosed. Based in Newcastle,…

Creative Planning acquires $5bn RIA SBSB

Kansas-based Registered Investment Adviser (RIA) Creative Planning has acquired Virginia-based peer Sullivan, Bruyette, Speros & Blayney (SBSB). Established in 1991, SBSB provides financial planning, investment management and tax preparation services…