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Saturday, October 3, 2026The Morning Brief →Sign in
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Peter Mallouk

In PWD coverage since August 14, 2026 · 7 stories
PWD coverage
RIA

Creative Planning's 1,000 partners are the real acquisition strategy

Broad employee equity is the integration tool the roll-up wave underfunds, and Creative Planning is compounding it faster than its asset base.
M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut
advisers · Sep 15RVK's institutional seats are the asset Creative Planning bought
M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book
practice · Aug 19Schwab ends sub-$5-million RIA referrals starting in 2027
RIA · Aug 19Schwab ends sub-$5 million referrals to RIAs in 2027
RIA · Aug 14Schwab targets $1 trillion in self-directed assets for its RIA
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