[ad_1]
Inventive Planning has acquired BerganKDV, an accounting and wealth administration agency with 600 staff and $2.5 billion in belongings beneath administration.
The deal will develop Inventive Planning’s tax, auditing, and enterprise advisory providers for purchasers. Inventive Planning, one of many nation’s largest registered funding advisory corporations, says it should rebrand BerganKDV as Inventive Planning for Enterprise. The corporate didn’t disclose phrases of the deal, which has closed.
BerganKDV,…
[ad_2]
Source link