RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

People Moves Related to "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"


Headline

Publish date


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

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo