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Monday, October 5, 2026The Morning Brief →Sign in
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Mark Tibergien

In PWD coverage since August 14, 2026 · 4 stories
PWD coverage
M&A

Mallouk buys the gatekeeper seat and leaves the RIA war chest shut

Creative Planning's RVK purchase fills a mega-market hole with a credential rather than a client book—and keeps the price its buyer will pay for RIAs unmarked.
Moves · Aug 24The custody layer gets its own talent war
Deals & PE · Aug 19The advisory industry is rewriting the 40/40/20 rule
RIA · Aug 14RIAs lose 2%-5% of AUM yearly to client withdrawals: Cerulli
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