Top 100 Firm BerganKDV acquired by wealth management firm
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Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm, and more of today’s top stories.
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The deal marks the first and by far the largest major acquisition of an entire CPA firm by a wealth management firm
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The New York-based firm is the platform's third major deal.
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The Minnesota-based firm announced a merger with local firm HG&K, Ltd.
Chartered Accountant at G.Satapathy and Company, Chartered Accountants
1yThanks for sharing