Page 23 - Peter Mallouk News Today : Breaking News, Live Updates & Top Stories | Vimarsana

KU School of Business will honor Peter and Veronica Mallouk 

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

The mergers, acquisitions and advisor moves you may have missed the week of May 3, 2021. This week started with Canadian serial acquirer CI Financial’s agreement to sub-acquire a $2.4 billion firm. CI Financial’s affiliate Congress Wealth Management will purchase Pinnacle Advisory Group and will boost its assets under management to $5.8 billion. Next, Creative Planning returned to the M&A scene to announce its acquisition of a Virginia registered investment advisory firm with $5 billion in AUM. The 30-year-old Sullivan, Bruyette, Speros & Blayney, will join Peter Mallouk’s n...

Why Tony Robbins, tax shelters and financial advisers don’t mix The famed self-help guru is linked to a complaint by a pair of investors against their former financial adviser. May 6, 2021 6 MINS Next time a self-help guru like Tony Robbins walks into a room full of financial advisers, say at an industry conference or a meeting of one firm’s advisers, think of your clients, whisper “namaste” and head to the lobby bar. That’s one lesson gleaned from a private arbitration complaint filed a year ago by investors Craig and Michele Waterman, who worked with and are...

The acquisition brings Creative Planning a large pool of experienced talent in a market where it has many clients CEO Peter Mallouk says.