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Creative Planning CEO is ‘staying ahead’ of the industry
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Peter Mallouk, Creative Planning.
Lead advisor key to Creative Planning model
Drive for continuous improvement keeps firm at the front of the pack, says CEO Peter Mallouk.
Creative Planning lands $2.2B wealth powerhouse
Texas-based ML&R Wealth Management has been operating for more than 25 years.
Creative Planning acquires $535M Delaware RIA
Wilmington-based Daniels + Tansey provides integrated financial advisory, tax planning and investment management services to individuals, families and small businesses.
Creative Planning adds Mesirow’s retirement plan advisory team
The corporate retirement group at Mesirow serves more than 350 plans that have about $13 billion in assets under advisement and management.
King of Kansas
Peter Mallouk, owner of Creative Planning, owns a piece of a baseball team and has built a firm potentially worth billions.
Creative Planning picks up $1 billion Pennsylvania RIA
Kistler-Tiffany Advisors has been working with clients for nearly 50 years.
Joe Duran details his next venture at Future Proof
Entrepreneur says Rise Growth, a firm that will provide funding and strategies for the next generation of national RIAs, will launch in 2024.
Creative Planning paves multilane road for old United Capital advisors
'We’ll wind up with two completely separate RIAs,' says Creative Planning CEO Peter Mallouk.
Goldman retreat from RIA market shows pitfalls of chasing varied clients
Bank's decision to refocus on super-rich shows how tough change can be for an institution like Goldman, say industry sources.
Goldman to sell RIA group to Creative Planning
The RIA unit, with about $29 billion in assets, was known as United Capital when Goldman acquired it in 2019.
Goldman Sachs attracts Creative Planning to its RIA custody business
With $210 billion in AUM, Creative Planning marks one of the largest RIAs to join Goldman's custodian.
Creative Planning acquires $2.5 billion professional services firm
BerganKDV provides accounting, tax and audit services and business advice, in addition to wealth management.
Creative Planning adds $1 billion Memphis RIA
Telarray Advisors, which has 18 employees, describes Creative Planning as a 'perfect match.'
Scorching hot August for RIA M&A: Fidelity
New opportunistic buyers continue to enter the space, while serial buyers, those aggregators who have long dominated the market, are reportedly becoming more selective.
Creative Planning acquires $5 billion Wipfli Financial Advisors
The deal is the firm's third-biggest transaction to date, and CEO Peter Mallouk says M&A activity is ramping up because most RIAs aren't growing organically.
RIA consolidation on track for another record year, Echelon reports
Three straight quarters of declining deal volume doesn't derail the bigger M&A trend in wealth management.
Creative Planning’s Mallouk sees softening valuations driving more RIA deals
Creative Planning's third completed deal of the year, for Boston-based Ferris Capital, adds $755 million to its wealth management footprint.
Creative Planning, Schwab, Fidelity fighting adviser’s collusion charges
The firms named in the adviser's complaint go to 'corrupt and malicious lengths ... to keep their illicit profit mill churning,' according to the lawsuit.
Creative Planning adds $644 million in Keystone Wealth Partners deal
Keystone's team-based approach is described as having sealed the deal; the firm's 29 employees include advisers, attorneys and CPAs.
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