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Peter Mallouk: The Financial Advice Industry Is Still Very Messy

The founder and CEO of Creative Planning on why AI in financial advice is ‘inevitable’ and whether financial advisors will face fee compression.

Peter Mallouk: The Financial Advice Industry Is Still Very Messy

Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with…

Benchmarking has become circular - CityAM : CityAM

Benchmarking has become circular - CityAM : CityAM
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