March 15, 2025

Investment Advice/Research Services

Home Investment Advice/Research Services
Finance

Peter Mallouk: Why Demand for Financial Advisors Will Only Increase

  • July 2, 2024

Ranked No. 3 on Barron’s 2023 list of top RIA firms, Overland Park, Kan.-based Creative Planning has grown to become one of the nation’s largest RIAs. Established in 1983, Creative Planning had all of $100 million in assets in 2004. Thanks to organic growth, and more recently, an emphasis on dealmaking, the firm today manages

Read More
Funds

World’s Largest Hedge Fund Bought Apple, Nvidia, Microsoft Stock. It Sold NIO.

  • May 19, 2024

The world’s largest hedge fund recently loaded up on shares of some members of the Magnificent Seven tech stocks, and halved an investment in a Chinese maker of electric vehicles. Bridgewater Associates made a big bet on Apple stock, more than doubled its stake in Nvidia shares, tripled an investment in Microsoft stock, and cut

Read More
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. View more
Accept
Decline