RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Jilted once, Creative Planning gets Personal Capital's former 401(k) company, simplifies its ADV and cuts a remaining Tony Robbins thread in the bargain

CEO Peter Mallouk now has the onboarding software he coveted and the chance to make his $43-billion RIA hum in the micro-plan market

Author Brooke Southall September 27, 2019 at 1:17 AM
1 Comment
no description available
Peter Mallouk: 'They have better onboarding software, communication software and reporting.'

401(k) Stories


Brian Murphy

Brian Murphy

September 27, 2019 — 5:30 AM
Congratulations are in order for Tom Zgainer - who has kept his eye squarely on his target market for the past 7 years.

Related Moves

October 16, 2020 at 7:49 PM

With IPO clock at 10-years and ticking, Personal Capital makes two big, out-of-character moves to go upmarket and downmarket

With $9 billion in assets, the Redwood City-based national RIA hired the ex-Virgin America CMO Porter Gale to make one brand investors associates with both the freebie tools and the full-priced financial advice its advisors provide mostly from call centers

March 22, 2019 at 7:55 PM


Mentioned in this article:

Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.