Digest February 2nd

Creative Planning Makes First International RIA Acquisition

Creative Planning LLC completed its first international acquisition by buying Baseline Wealth Management Ltd., adding over $1 billion in AUM and expanding the firm’s presence in Europe. This move underscores a growing trend of U.S. RIAs pursuing global expansion as they seek diversified revenue streams and cross‑border client service opportunities.
Read More

High Earners More Uneasy Despite Rising Consumer Optimism

While overall consumer sentiment in the U.S. climbed early in 2026, six‑figure earners remain cautious, signaling potential gaps between broader economic optimism and actual investor confidence among affluent clients. Advisors should consider tailoring conversations about risk tolerance and wealth preservation for this key segment.
Read More

RIA Firms Increasingly Offering Estate Planning In‑House

According to a 2026 survey, about 39% of RIA firms now provide estate and trust planning services internally, and another portion plans to bring these services in‑house soon. This reflects a broader industry shift toward comprehensive holistic planning, reducing referral leakage and enhancing client retention.
Read More