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Peter Mallouk

In network coverage since August 14, 2026 · 10 stories

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Goldman COO John Waldron could become chief executive in January, RIABiz says

RIABiz, citing press reports, says Waldron oversaw the Folio Institutional acquisition and the Creative Planning custody deal.

RIA · Oct 8Goldman's John Waldron could replace David Solomon as CEO as early as January

RIA · Oct 6Creative Planning hires Ovi Vitas as chief marketing officer

RIA · Sep 24Creative Planning's 1,000 partners are the real acquisition strategy

M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut

advisers · Sep 15RVK's institutional seats are the asset Creative Planning bought

M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book

practice · Aug 19Schwab ends sub-$5-million RIA referrals starting in 2027

RIA · Aug 19Schwab ends sub-$5 million referrals to RIAs in 2027

RIA · Aug 14Schwab targets $1 trillion in self-directed assets for its RIA

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