09/26/2017
Located in Miami’s financial district, the new office will focus on high-net-worth clients, says RBC.
09/19/2017
Earlier this year, the New York Times described Creative Planning as being "at the vanguard of a profound shift in finance: the move away from brokers and mutual fund companies peddling products for a fee, and toward firms offering truly independent,
09/18/2017
The owner will also meet his clients anywhere, from Silicon Valley and Hollywood to the tony nabes of Greenwich, Conn., and the Hamptons on Long Island.
09/18/2017
In the immediate aftermath of Irma, Bill chartered a jet full of generators, chainsaws and critical need medical supplies.