Browsing Tag
Peter Mallouk
4 posts
1 Week, 3 More Deals for Creative Planning
Retirement firm aggregator keeping busy entering Q2
California RIA Firm Latest Acquisition for Creative Planning
Buying spree continues for Peter Mallouk’s RIA giant with acquisition of Reilly Financial Advisors, with $2B in AUM
Creative Planning to Buy Lockton’s Retirement Business
It's the latest deal to fuel the 'extraordinary' growth of the retirement firm aggregators over the past five years
Cuban, Mallouk Twitter Fight With $2 Million Indexing Bet
Call it Clash of the Twitter Titans. Rich guys Mark Cuban and Peter Mallouk went at it on…