Creative Planning Inc.

creativeplanning.com

Creative Planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $34 billion for clients in all 50 states and abroad. Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.We are driven to provide our clients with uncluttered, unbiased advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals, maximizing the family’s enjoyment of their wealth now and in the future.

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Financial Management

ONECONNECT UNVEILS ONECONNECT SMART TECHNOLOGY IN THE UAE

OneConnect Financial Technology | October 11, 2022

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OneConnect Financial Technology Co., Ltd ("OneConnect" or the "Company", Stock Code: 6638.HK), a leading Technology-as-a-Service ("TaaS") provider, today unveiled OneConnect Smart Technology (ME) Limited in the United Arab Emirates (UAE) at the Abu Dhabi Global Market (ADGM), the leading international financial centre of the capital of the UAE. Earlier, OneConnect announced that it will help develop the ADGM SME Financing Platform, an integrated digit...

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FOREX - DOLLAR EDGES LOWER; LIRA UNDER PRESSURE

Investing.com | April 17, 2020

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The U.S. dollar drifted sideways in early trading in Europe on Friday, amid signs of increasing risk appetite in Europe as investors looked for the end of the coronavirus outbreak. At 3:35 AM ET (0735 GMT), the U.S. Dollar Index, which tracks the greenback against a basket of six other currencies, stood at 100.17, up 0.1%, while EUR/USD rose 0.1% to 1.0840 and GBP/USD fell 0.1% to 1.2445. USD/JPY fell 0.2% to 107.72. Overnight U.S. President Donald Trump laid out new guidelines for...

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Payments

PAYMERANG USES AMAZON WEB SERVICES TO DELIVER WORLD-CLASS FINANCE AUTOMATION SOLUTIONS

Paymerang | December 20, 2021

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Paymerang is using Amazon Web Services (AWS) to empower mid-market businesses to accelerate vendor payment and deliver world-class customer service. To support the rapid growth of the company, Paymerang uses five AWS products for its operations and client services. Paymerang chose AWS because it simplifies and streamlines many time-consuming administrative processes while elevating existing database operations. The low cost and reputable products made it an easy transition to AWS....

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Core Banking

METROBANK COLLABORATES WITH BACKBASE TO ACCELARATE DIGITAL TRANSFORMATION

Metrobank, Backbase | May 10, 2021

news image

Backbase, a supplier of engagement banking technologies, has announced the renewal of its relationship with Metro Bank, a major UK retail and commercial challenger bank. Backbase will provide dedicated digital innovation assistance to Metro Bank's business banking customers as part of the renewed relationship. Metro Bank is able to further improve and customise the experience provided to its business customers by using the new cloud-native iteration of Backbase's software, which provides...

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Financial Management

ONECONNECT UNVEILS ONECONNECT SMART TECHNOLOGY IN THE UAE

OneConnect Financial Technology | October 11, 2022

OneConnect Financial Technology Co., Ltd ("OneConnect" or the "Company", Stock Code: 6638.HK), a leading Technology-as-a-Service ("TaaS") provider, today unveiled OneConnect Smart Technology (ME) Limited in the United Arab Emirates (UAE) at the Abu Dhabi Global Market (ADGM), the leading international financial centre of the capital of the UAE. Earlier, OneConnect announced that it will help develop the ADGM SME Financing Platform, an integrated digit...

Read More
news image

FOREX - DOLLAR EDGES LOWER; LIRA UNDER PRESSURE

Investing.com | April 17, 2020

The U.S. dollar drifted sideways in early trading in Europe on Friday, amid signs of increasing risk appetite in Europe as investors looked for the end of the coronavirus outbreak. At 3:35 AM ET (0735 GMT), the U.S. Dollar Index, which tracks the greenback against a basket of six other currencies, stood at 100.17, up 0.1%, while EUR/USD rose 0.1% to 1.0840 and GBP/USD fell 0.1% to 1.2445. USD/JPY fell 0.2% to 107.72. Overnight U.S. President Donald Trump laid out new guidelines for...

Read More
news image

Payments

PAYMERANG USES AMAZON WEB SERVICES TO DELIVER WORLD-CLASS FINANCE AUTOMATION SOLUTIONS

Paymerang | December 20, 2021

Paymerang is using Amazon Web Services (AWS) to empower mid-market businesses to accelerate vendor payment and deliver world-class customer service. To support the rapid growth of the company, Paymerang uses five AWS products for its operations and client services. Paymerang chose AWS because it simplifies and streamlines many time-consuming administrative processes while elevating existing database operations. The low cost and reputable products made it an easy transition to AWS....

Read More
news image

Core Banking

METROBANK COLLABORATES WITH BACKBASE TO ACCELARATE DIGITAL TRANSFORMATION

Metrobank, Backbase | May 10, 2021

Backbase, a supplier of engagement banking technologies, has announced the renewal of its relationship with Metro Bank, a major UK retail and commercial challenger bank. Backbase will provide dedicated digital innovation assistance to Metro Bank's business banking customers as part of the renewed relationship. Metro Bank is able to further improve and customise the experience provided to its business customers by using the new cloud-native iteration of Backbase's software, which provides...

Read More

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C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us