Articles tagged "Creative Planning"
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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
February 1, 2018 at 11:17 PM
Power Player: Peter Mallouk hired 100 advisors in the past year to sop up referrals and fill 12 new brick-and-mortar branches
Creative Planning's chief got his firm to $26 billion of AUM without M&A or big breakaway brokers but Tony Robbins, who giveth, may present new challenges for the down-home Kansas firm
July 18, 2017 at 8:38 PM
TD Ameritrade shocks RIAs most accustomed to its largesse with a letter, a contract and a tight deadline to sign
The Jersey City, N.J.-based custodian tells RIAs to accept new terms on branch referrals or be terminated from the program
April 12, 2017 at 4:08 AM
Peter Mallouk-Tony Robbins partnership set to soar on new book but quid-pro-quo details of pact between $23-billion RIA and super-salesman are still murky
'Unshakeable' may drive $1 billion-plus in referrals to Creative Planning but just how much lands in Robbins' wallet is undisclosed
March 1, 2017 at 10:59 PM
What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here
After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes
April 5, 2016 at 3:58 AM
Peter Mallouk buys a stake in Trizic
Barron's No. 1 advisor is likely to have his $12-billion RIA, Creative Planning, become a Trizic client
November 6, 2014 at 6:57 PM
By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas
Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?
