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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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RVK Inc.

In network coverage since September 15, 2026 · 12 stories
5Deals on our tracker
Deal recordFull tracker →
Sep 21, 26Deal announcedCreative Planning — coverage
Sep 16, 26Deal closedCreative Planning — coverage
Sep 14, 26Deal announcedCreative Planning — coverage
Sep 14, 26Deal announcedCreative Planning — coverage
Sep 14, 26Deal announcedCreative Planning — coverage
Network coverage
RIA

Creative Planning hires Ovi Vitas as chief marketing officer

He joins the $780 billion Overland Park RIA from AmeriLife and succeeds Nick Jacobson, who left in August.
RIA · Sep 24Creative Planning's 1,000 partners are the real acquisition strategy
The Close · Sep 21Convergence is buying the top of the market, not the middle
Data · Sep 20RIA deal announcements have outrun the capacity to close
The Close · Sep 17The next M&A multiple is a refill rate
M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence
M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut
The Wrap · Sep 16Creative Planning Now Owns the Consultant Search
The Close · Sep 15The private-markets label now costs 40% of the flow
Deals & PE · Sep 15The premium has moved from the book to the gatekeeper
Retirement Advisers · Sep 15RVK's institutional seats are the asset Creative Planning bought
M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book
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