By Christian Lau and Gene PerkinsOctober marks the beginning of Financial Planning Month, bringing attention to an important ...

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TPG acquired a minority stake in one of America’s largest independent wealth managers, which could put the advisor’s ...

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TPG has taken a stake in wealth management firm Creative Planning. TPG is investing in the business through TPG Capital, its U.S. and European private equity platform. Terms of the transaction were ...

TPG Capital joins existing investor General Atlantic Service Co. LP, which made a minority investment in Creative Planning in ...

CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its ...

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Wealth management company Creative Planning sold a “substantial” minority stake to private-equity firm TPG, the companies ...

The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.

Creative Planning, an independent wealth management firm, announced that TPG (TPG) has made a substantial minority investment in the ...