Creative Planning’s Peter Mallouk and Jessica Culpepper on why they win lots of referrals, how they cashed in on the Covid pullback, and the best alternative...
A growing number of financial-advice firms have been adding services like tax and insurance consulting to their traditional core of investing and financial planning. But Peter Mallouk, the president and CEO of Overland Park, Kan.–based Creative Planning, says his business has been providing a broad range of services for nearly 25 years. “I think that’s why we’ve grown very quickly organically,” says Mallouk, whose firm manages $155.3 billion for 67,338 clients.
You recently agreed to buy Goldman Sachs’ $29 billion-asset Personal Financial Management business. How does that fit into your strategic plans? The Fed’s rate-hiking cycle threw a wrench into the markets. How did you play it in client portfolios?
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