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Tuesday, September 15, 2026The Morning Brief →Sign in
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RVK Inc.

In PWD coverage since September 15, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 14, 26Deal announcedCreative Planning — coverage
Sep 14, 26Deal announcedCreative Planning — coverage
PWD coverage
Deals & PE

The premium has moved from the book to the gatekeeper

Creative Planning's RVK deal buys a seat over $4.3 trillion it will never own, and AlphaCore's family office purchase shows why that seat now carries the multiple.
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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