Banking & Financial Services
Posted December 3, 2025 Overland Park-based Creative Planning has acquired Burt Wealth Advisors, adding $1 billion in assets under management for the wealth management company. Burt Wealth is an RIA based in North Bethesda, Maryland. Since 1985, the company has…
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Posted November 24, 2025 Arvest Bank has broken ground on its new Kansas City, Kansas, branch, which is slated to open next August. Arvest Bank leaders held a groundbreaking ceremony for the new branch last week. The bank located at…
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Posted November 17, 2025 H&R Block Inc. CEO Jeff Jones has sold nearly $8.2 million worth of the company's stock. Jones sold 176,449 H&R Block shares for the price of $46.46 each, totaling just under $8.2 million, according to a…
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Posted November 11, 2025 Lenexa-based CommunityAmerica has announced the completion of its merger with UNIFY Financial Credit Union, expanding its footprint in five states and creating a company with over $9 billion in assets. Following the merger, CommunityAmerica became a…
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Posted October 23, 2025 North Carolina-based First-Citizens Bank & Trust announced that it has entered an agreement to acquire 138 branches from BMO Bank, including all 19 branches in the Kansas City area. The acquisition deal involves adding BMO Bank…
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Posted October 23, 2025 Saint Louis-based Enterprise Bank & Trust has completed its acquisition of 12 branches from First Interstate Bank, two of which are located in Kansas. The acquisition adds ten branches in Arizona and two branches in Kansas…
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Posted October 16, 2025 UMB Financial Corporation announced it has completed its systems and brand conversion of Heartland Financial USA, Inc., expanding UMB’s footprint from eight to 13 states. All former HTLF divisional banks are now officially operating on UMB…
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Posted October 16, 2025 The Federal Reserve Bank of Kansas City announced the launch of the Center for Agriculture and the Economy. The new center will serve as a resource within the Federal Reserve System by providing timely analysis of…
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Posted October 13, 2025 Creative Planning announced it will acquire SageView Advisory Group, creating a combined firm that represents $640 billion in total client assets. Creative Planning entered into a definitive agreement to acquire Newport Beach, California-based SageView Advisory Group,…
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Posted October 2, 2025 Omaha-based FNBO announced today that it has closed its acquisition of Country Club Bank and has appointed its previous president, Joe Close, as regional leader. FNBO announced it would be acquiring Country Club Bank in May,…
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