Peter Mallouk goes inorganic with first M&A deal as he raises the bar on growth objectives for Creative Planning
The CEO of $38-billion firm is starting M&A offensive with a $500-million Minneapolis RIA right after launching giant national TV advertising campaign
Author Brooke Southall February 26, 2019 at 2:27 PM
MB
February 27, 2019 — 12:34 AM
Not the first Peter Mallouk asset grab.
<a href="https://riabiz.com/a/2016/4/5/what-to-make-of-peter-mallouks-sweeping-deal-with-tony-robbins-and-where-the-unlikely-pairing-goes-from-here" rel="nofollow">https://riabiz.com/a/2016/4/5/what-to-make-of-peter-mallouks-sweeping-deal-with-tony-robbins-and-where-the-unlikely-pairing-goes-from-here</a>
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The new 'Tony Robbins' book debut coincides with Ajay Gupta revealing plan to retire, which leaves Creative Planning to keep the referral spoils with Robbins down to a 'with' credit on the cover
Peter Mallouk's and Robbins' book, 'The Path: Accelerating Your Journey to Financial Freedom,' was released this week through a new publisher and word got out that 50 year-old Gupta was departing with little explanation
October 16, 2020 at 7:49 PM
Mentioned in this article:
Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®
