Banking & Financial Services
Posted December 4, 2023 Overland Park-based Creative Planning has acquired a financial advisory firm in Delaware-based Daniels + Tansey. The firm specializes in tax and investment services for individuals and small businesses. Daniels + Tansey notably serves 150 high-income individuals…
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Posted November 30, 2023 The Federal Reserve Board released its latest Beige Book report which shows Kansas City and the Tenth District’s economic activity declining slightly with loan demand remaining “tepid” across banks in the district. The Beige Book—a report…
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Posted November 29, 2023 UMB Bank has announced Eric Kelley as UMB’s new chief investment officer. Since July, Kelley has been working as interim CIO. Now, Kelley will oversee the company’s private wealth management investment team which includes a new…
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Posted November 30, 2023 Leawood-based accounting firm Status Group LLC has been acquired by NDH Advisors LLC, a Chicago-based accounting firm under a larger private equity company. Terms of the transaction were not disclosed. Stratus Group employees will become part…
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Posted November 20, 2023 Kansas City-based private equity firm CPC Management LLC announced it will be expanding its Excellence Group with the hire of new chief people officer Caitlin Porter. The Excellence Group is a team providing continuous improvement opportunities…
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Posted November 17, 2023 Overland Park-based Mariner Wealth Advisors announced it has acquired Boston-based Baystate Wealth Management, the merger will add $1.8 billion in assets under management to Mariner Wealth’s portfolio. The transaction officially closes on January 1, according to…
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Posted November 16, 2023 Academy Bank has officially moved into its new Kansas City headquarters location inside Copaken Brooks downtown office tower located at 1201 Walnut. The bank will operate on the 10th, 11th and 12th floors of the 29-story…
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Posted November 9, 2023 Overland Park-based QTS Data Centers announced it has acquired the Netherlands-based data center to further its operating capabilities in Europe. The transaction to acquire the Netherlands data center, Zentrys, was finalized on Oct. 31. The acquisition…
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Posted November 9, 2023 Saint Louis-based bank Midwest BankCentre has appointed a new market president for the Kansas City area in a move to expand its reach. Midwest BankCentre announced late last month that Kansas City banking veteran Trey Cunningham…
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Posted November 9, 2023 A new report on household debt from the Federal Reserve Bank of New York shows Americans have reached a cumulative $1.08 trillion in credit card debt. Credit card balances increased by $48 billion to $1.08 trillion…
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