The acquisition of Duncan & Haley adds $660m in assets to Creative Planning’s books.

Creative Planning LLC, an independent wealth management firm, announced Thursday its acquisition of Duncan & Haley Ltd., a ...

Creative Planning has agreed to acquire Seattle-based registered investment advisor Duncan & Haley, bringing roughly $660 ...

Creative Planning has made two acquisitions this year, acquiring Seattle-based Duncan & Haley and Switzerland-based Baseline Wealth Management.

At the Hubbis Thailand Wealth Management Forum 2026, industry leaders examined how Thailand’s wealth management industry is evolving as client expectations rise, international investment becomes more ...

Creative Planning has acquired Duncan & Haley, Ltd., a Seattle, Wash.-based RIA with $660 million in assets under management. The financial terms of transaction, the second so far this year for the ...

OVERLAND PARK, Kan., March 12, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Duncan & Haley, Ltd. (Duncan & ...

Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, ...

As the United Arab Emirates enters a more mature phase of its development as a global wealth hub, independent wealth managers ...

But it’s why being a millionaire doesn’t feel so special any more. UBS estimates there are more than 2 million “everyday millionaires” in Australia. Globally, the number of millionaires has quadrupled ...

Learn five steps to turn savings into a retirement plan, from managing taxes and Social Security to building reliable income with holistic financial planning.

The No. 1 reason retirees have to return to the workforce, and how to keep that from happening to you ...