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Est. 2026Moves · Money · ManagementNew York

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News

'No rush' Peter Mallouk is doing wild 'gap' deals as he rides out RIA seller's market and his Creative Planning keeps 'billions' of purchasing power 'locked-and-loaded' for 'perfect' moment

By Brooke Southall · RIABiz ·

The $780-billion RIA owner says eye-popping side deals like $4.3-trillion RVK add to the core 'Creative Planning' strategy -- without killing the M&A war chest -- even if they are technically outside of the core wealth management M&A vision

Summary as published by RIABiz
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