One of the reasons that managing our money can be so challenging is that most of the guidance offered is in a different language. It’s a language created by financial companies selling products, ...

Compound Planning, a self-described digital family office created via acquisition in 2023, added four more advisors and several executives to its leadership team, including new heads of engineering, ...

Creative Planning, the Overland Park, Kan.-based registered investment advisor run by CEO Peter Mallouk, closed on its acquisition of Goldman Sachs’ Personal Financial Management unit Friday morning.