By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas
Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?
Marie Swift
Leawood, Kansas, is a great place to live and work. I am glad to call it “home.” Nice work on this article, Lisa. Love the headline.
Concerned
I’d like to know how he accepted an award for the top fee only firm when he owns and insurance brokerage and law firm that both receive referrals from his firm?
http://video.cnbc.com/gallery/?video=3000274255
See item 7 part 1A of his ADV:
http://www.adviserinfo.sec.gov/iapd/content/viewform/adv/Sections/iapd_AdvFinancialAffiliationsSection.aspx?ORG_PK=105348&RGLTR_PK=50000&STATE_CD=&FLNG_PK=05949DC800080177011F049005150655056C8CC0
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Goldman Sachs-Creative Planning deal is bleeding defectors -- 16 more last week, report says -- auguring a 'potential disaster,' analysts warn
Dozens of former 'United Capital' advisors are fleeing at once, but Peter Mallouk is still battling to keep them, and Goldman Sachs may play legal hardball, sources say.
October 4, 2023 at 2:16 AM
The new 'Tony Robbins' book debut coincides with Ajay Gupta revealing plan to retire, which leaves Creative Planning to keep the referral spoils with Robbins down to a 'with' credit on the cover
Peter Mallouk's and Robbins' book, 'The Path: Accelerating Your Journey to Financial Freedom,' was released this week through a new publisher and word got out that 50 year-old Gupta was departing with little explanation
October 16, 2020 at 7:49 PM
Betterment whistleblowers net $2.5 million • Wealthfront's big pivot leads to profits • Altruist launches tax service • CMOs in at Ascensus, Wealthspire & Joe Duran's Rise • Savvy bags four advisors as Mariner sues it for poaching • Jim Dickson launches RIA stake buyer
Betterment is also bending to RIA needs • Wealthfront is in the black, thanks to cash • Altruist reveals where it makes its money • Rise, Wealthspire and Ascensus each add two executives • Compound hits $2 billion of AUM • CAIS slashes alts prices • BlackRock ups private debt sales to RIAs, through GeoWealth.
June 29, 2024 at 3:00 AM
Another A-list RIA Schwabbie lands on his feet -- this time at DeVoe & Co. -- after TD Ameritrade merger displacement of 2,000-plus
Tony Parkin takes the reins as president of the San Francisco M&A shop and reunites with ex-Schwab boss who left 14 years ago
May 10, 2024 at 1:29 AM
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Mariner
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell
Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®
