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Josh Kevan

In network coverage since September 15, 2026 · 2 stories
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M&A

Mallouk buys the gatekeeper seat and leaves the RIA war chest shut

Creative Planning's RVK purchase fills a mega-market hole with a credential rather than a client book—and keeps the price its buyer will pay for RIAs unmarked.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.