{"id":208170,"date":"2025-12-30T09:48:08","date_gmt":"2025-12-30T09:48:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/208170\/"},"modified":"2025-12-30T09:48:08","modified_gmt":"2025-12-30T09:48:08","slug":"a-dealmaking-frenzy-is-reshaping-the-booming-wealth-management-business","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/208170\/","title":{"rendered":"A dealmaking frenzy is reshaping the booming wealth-management business"},"content":{"rendered":"<p>Creative Planning, a wealth-management firm based in Overland Park, Kan., has acquired roughly 20 small firms in the past two years, largely to increase its presence in local markets, said Chief Executive Peter Mallouk. Having a local presence raises awareness among potential clients, he said. \u201cThey\u2019ve heard of the Morgans and Merrills and Goldmans. We\u2019d like to raise our profile to be a true alternative to that locally,\u201d he said.<\/p>\n","protected":false},"excerpt":{"rendered":"Creative Planning, a wealth-management firm based in Overland Park, Kan., has acquired roughly 20 small firms in the&hellip;\n","protected":false},"author":2,"featured_media":208171,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,126987,246,111,139,69,244,245,126989,126988,126990,126986],"class_list":{"0":"post-208170","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-business","9":"tag-dealmaking-boom","10":"tag-finance","11":"tag-new-zealand","12":"tag-newzealand","13":"tag-nz","14":"tag-personal-finance","15":"tag-personalfinance","16":"tag-private-equity-firms","17":"tag-registered-investment-advisers","18":"tag-ultrawealthy-clients","19":"tag-wealth-management-firms"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/208170","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=208170"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/208170\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/208171"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=208170"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=208170"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=208170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}