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Announced

Creative Planning to acquire SageView Advisory Group from Aquiline.

Synopsis

Creative Planning, a registered investment advisor, agreed to acquire SageView Advisory Group, an independent RIA firm from Aquiline, a private investment firm. Financial terms were not disclosed. "SageView has an outstanding reputation as a leader in the retirement plan consulting industry, which will complement our growing retirement services business as well as expand our wealth management practice. This deal provides incredible scale and brings together exceptional talent from both firms to serve our clients and advance our retirement and wealth management capabilities," Peter Mallouk, Creative Planning President and CEO.

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