Tagged: creative planning

August 30, 2023 @ 10:17 am By Omar Faridi  |  

The Goldman Sachs Group, Inc. (NYSE: GS) announced the sale of its Personal Financial Management (PFM) unit to Creative Planning. Creative is a Registered Investment Advisor (RIA) and one of the largest in the country, “with more than 2,100 employees across its affiliates and $245… Read More

May 2, 2021 @ 3:47 pm By Omar Faridi  |  

Peter Mallouk, President and CEO at Creative Planning, a nationally recognized “leader” in the wealth management community, recently noted that if you purchase a hundred stocks, “odds are most go up.” Mallouk also mentioned that if you buy a hundred cryptocurrencies, “most will go to… Read More