Mallouk: SageView acquisition brings scale in key areas Creative Planning seeks growth

Creative Planning's latest deal added $250 billion in assets — and a whole lot more for the OP company's future.
InvestmentNews

Creative Planning CEO Peter Mallouk sees RIA IPOs on the horizon

The CEO of Creative Planning, which boasts $640B in AUM, noted that large firms such as his can remain in the private markets ...
National Association of Plan Advisors

Exclusive: Creative Planning’s Mallouk on the SageView Acquisition

On Thursday, mega-RIA Creative Planning announced it will acquire SageView Advisory Group, marking the latest in an ongoing acquisition streak by the Overland Park, Kan.-based firm.
AOL

Billionaire Peter Mallouk’s Investing Tips: Avoid This, Buy That, Ask This

Peter Mallouk, president and CEO of Creative Planning, as well as author of the “The Path: Accelerating Your Journey to Financial Freedom,” sat down on the podcast “Money Rehab with Nicole Lapin” to ...
InvestmentNews

CEO change at Edelman Financial Engines shows how private equity is reshaping industry

Edelman Financial Engines is navigating its fourth CEO transition since Hellman & Friedman acquired a controlling stake in ...
Business Insider

America's biggest wealth manager told us 4 simple steps young people can start taking to hit their financial goals — and explains why they shouldn't panic about failing right now

Peter Mallouk is the CEO of Creative Planning, which manages $224 billion in wealth. He told Insider how students and young workers today can set themselves up for financial freedom. He says that ...
Benzinga.com

Charlie Munger Once Said, 'The First Rule Of Compounding Is To Never Interrupt It Unnecessarily' — Now His Wisdom Rings True As The S&P 500 Surges 220% Over 10 Years

The S&P 500 index has yielded a 220% return in the last 10 years. Peter Mallouk, the CEO of Creative Planning Inc., highlights this data and recalls veteran investor Charlie Munger‘s insights on the ...
Business Insider

America's biggest wealth manager explains why he's telling clients that going all-in on stocks is the right move to make now — and why real estate investing is still a no-go

Peter Mallouk and his wealth management firm Creative Planning have won numerous awards. Mallouk says he doesn't think clients need to radically change their financial strategies. He says he's ...
Business Insider

2 of America's most acclaimed wealth managers told us how to safeguard your money for a recession, and their tips for securing financial freedom

Jeff Erdmann and Peter Mallouk have both been named some of the best wealth managers in the US. Mallouk gave financial advice for young people, and Erdmann discussed investing before a recession.