Exclusive: Creative Planning's split with Tony Robbins was in the works well before self-help guru's sexual misconduct allegations, says Peter Mallouk
The CEO of the $38-billion Kansas RIA calls the severance an 'amicable' outcome after six months of talks in part sparked by shift to M&A strategy.
Author Brooke Southall May 24, 2019 at 8:41 PM
Jeff Spears
May 28, 2019 — 3:13 PM
Big personifies don’t work with Fiduciary Advisors. At the end of the day celebrity endorsers are a conflict.
Jerry Krueger
May 28, 2019 — 7:01 PM
This article certainly has a positive spin to a rather unfortunate situation. I have heard Robbins-Mallouk were collaborating on a follow up book to Unshakeable. I suppose this project is effectively postponed.
Related Moves
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®
