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Goldman Sachs sells personal financial management business to Creative Planning

August 29, 2023

Founded in 1983 and headquartered in Overland Park, Kansas, Creative is a wealth management firm specialising in financial planning, investment management and retirement funds and has around $245 billion in combined assets under management and advisement.

The firm has adopted the investment solutions of Goldman Sachs Asset Management and entered into a strategic custody relationship with Goldman Sachs Advisor Solutions (GSAS), which merged with its existing custodians TD Ameritrade and Charles Schwab in July of this year.

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