Articles tagged "Peter Mallouk"
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Clobbered by 'flood' of opportunity, Peter Mallouk is now the unlikely RIA M&A king, which took root in rich organic growth -- now adding a $5-billion RIA with a 'nightmare' that the deal excludes
His $235-billion Creative Planning RIA closed 15 deals in eight months, grew $135 billion in that time, helped by organic growth higher than ever, too.
August 20, 2022 at 12:48 AM
Stephen Greco's six-year quest to prove Creative Planning, Schwab, Fidelity and TD Ameritrade engaged in a 'conspiracy' against his RIA has even the experts baffled
In his latest move, the Spotlight Asset Group founder files a 'RICO' civil suit in federal court that one defendant calls 'ludicrous.'
June 7, 2022 at 4:27 AM
Creative Planning goes 'transformational,' buying $110 billion in retirement assets and crashing the elite Edelman Financial Engines, CAPTRUST party of business model ambidexterity
Peter Mallouk's acquisition of Lockton and its big-company 401(k) business will double his Overland Park, Kan, staff and solidify its business model's rear flank
November 20, 2021 at 4:07 AM
Peter Mallouk's two-year $50-billion AUM surge at his Kansas RIA exceeded even his expectations, causing him to hit the ceiling--literally--at his shiny office complex
Creative Planning jumped from $50 billion AUM to $100 billion of AUM and the CEO and owner says the firm added 350 people and is nearly out of space at its giant headquarters
November 8, 2021 at 11:24 PM
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
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
September 27, 2019 at 1:17 AM
Peter Mallouk and Joe Duran described the RIA business like they were from two separate planets, spinning heads at WealthStack
The Creative Planning CEO sees green pastures but for the United Capital manager 'the golden era is over' with Goldman Sachs there to pick up the pieces
September 12, 2019 at 3:00 AM
Peter Mallouk gets control of latest book he co-wrote with Tony Robbins. He can chop the two-chapters written by Robbins and choose a different publisher
Creative Planning CEO says he postponed publication and choice of publisher; BuzzFeed reports Simon & Schuster dropped book from Web site; publication date in doubt
May 30, 2019 at 11:18 PM
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.
May 24, 2019 at 8:41 PM
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
February 26, 2019 at 2:27 PM
Peter Mallouk's Creative Planning launches national TV advertising to challenge wirehouses but will it work?
The $36-billion Kansas RIA will make his point with tailors, docs and waiters who have Wall Street attitudes but one expert counsels caution
January 16, 2019 at 4:24 PM
After settling with the SEC for $250,000 over two compliance issues, Peter Mallouk explains what he quietly and painfully experienced as his RIA grew from $15 billion to $36 billion
The CEO of Creative Planning ran into trouble after a local radio host became a client and part of his advertising. The host/client then enthused about his wealth manager well past the SEC's testimonial tolerance
September 17, 2018 at 4:09 AM
Peter Mallouk has diamond as big as The Ritz, a flashy new Kansas City headquarters, complete with Silicon Valley perks; Now his new goal--top $40 billion in assets
'Everything's up to date in Kansas City, They gone about as fer as they can go;' Giant RIA, Creative Planning Inc., upgrades its Overland Park headquarters to set the stage for more explosive growth
August 9, 2018 at 5:47 PM
Ric Edelman's RIA empire to merge with legacy The Mutual Fund Stores in $3-billion deal that takes Financial Engines private
Hellman & Friedman stake the eye-popping sum in cash to outright own an RIA with nearly $195 billion of AUM including robo-advised 401(k) assets
April 30, 2018 at 11:57 PM
Tim Hockey goes to Florida with an RIA 'problem' that's not RIAs
The TD Ameritrade CEO relies on 6,000 registered investment advisors for 80% of growth -- skewed by big, big 'bus drivers' like Ric Edelman and Ron Carson
