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1. • 

     Peter Mallouk on How to Avoid a Revolution

     Worth via Yahoo Finance· 2 years ago

     The president and CEO of Creative Planning, the Kansas City-based financial services firm with some $240 billion in assets under management, addresses...

2. • 

     Creative Planning's Peter Mallouk on buying Goldman's wealth unit

     Financial Planning via Yahoo Finance· 9 months ago

     The RIA president says he and his colleagues will spend the next few weeks figuring out how the...

3. • 

     Creative Planning launches new business services after buying RIA

     Financial Planning via Yahoo Finance· 12 months ago

     CEO Peter Mallouk says more growth is on the way for his firm after the private equity-backed...

4. • 

     Creative Planning Adds $1B With 7th Deal This Year

     etf.com via Yahoo Finance· 8 months ago

     The momentum continues for Creative Planning as the $245 billion registered investment advisory firm folds in its seventh acquisition of the year, with...

5. • 

     Creative Planning Snags Texas RIA ML&R Wealth Management

     Barrons.com· 2 months ago

     BEST PRACTICES Creative Planning has made another significant acquisition by purchasing ML&R Wealth...

6. • 

     Goldman strikes deal to sell unit that offers financial advice to the masses

     Yahoo Finance via AOL· 9 months ago

     Goldman Sachs (GS) found a buyer for a personal finance unit that serves the mass affluent as it...

7. • 

     I was financially secure until i bought a house. Now I’m drowning in debt

     The Independent via Yahoo Finance· 1 month ago

     A woman has issued a warning to other potential homeowners after her big purchase didn’t pan out as...

8. • 

     Stock market: History shows record highs aren't a bad time to buy

     Yahoo Finance via AOL· 4 months ago

     The S&P 500 (^GSPC) has been chugging to new highs on a daily basis over the past week. And while...

9. • 

     The case for owning bonds over stocks is at its strongest since 2009, according to one key metric

     Business Insider via Yahoo Finance· 9 months ago

     The S&P 500 is up 17% this year.Angela Weiss/AFP/Getty Images The stock market has enjoyed a...

10. • 

      Here's why 2023's stock rally could fizzle out and end up burning bullish investors

      Business Insider via Yahoo Finance· 1 year ago

      Good morning, readers. I'm Phil Rosen, reporting from New York City for the first time since...