Bruce is joined by Peter Mallouk, president and CEO of Creative Planning, to discuss the RIA giant’s recent deal for Goldman’s RIA, the former United Capital Financial Partners.
This episode is sponsored by Schwab Asset Management.
As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them. To learn more, visit www.schwabassetmanagement.com.
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