Peter Mallouk, President, Creative Planning and Barry Ritholtz, Chairman and CIO, Ritholtz Wealth Management in conversation live from Wealth/Stack 2019.
Exclusive video: this is the first time that this RIA giant has ever spoken at a finance conference.
Peter Mallouk is the President of Creative Planning, and at Wealth/Stack 2019 in Arizona, he spoke at a finance conference for the first time ever in his career.
Creative Planning has a permanent home on any list of top advisors in the U.S., and Peter is the only advisor to ever be listed No. 1 on the Barron's Top 100 Independent Financial Advisors three consecutive years. How did they build a $37 billion empire?
In this exclusive interview, watch Barry Ritholtz, CIO and Chairman of Ritholtz Wealth Management interview Peter on what it takes to become a giant in the RIA game.
