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Creative Planning Names SageView President As Retirement Solutions Head
Yahoo Finance· 2025-10-14 15:44
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. In the wake of Creative Planning’s deal to purchase the $250 billion SageView Advisory Group, the registered investment advisor is naming SageView President Jon Upham to lead the combined retirement solutions division. Creative Planning’s acquisition of SageView will close in December, and the combined firms will have more than 550 advisors, 11,800 retirement plans and 80,000 private wealth c ...