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Wednesday, October 7, 2026The Morning Brief →Sign in
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Josh Kevan

In network coverage since September 15, 2026 · 2 stories
Network coverage
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.
advisers · Sep 15RVK's institutional seats are the asset Creative Planning bought
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