Due to deployment technical difficulties last week, many WealthManagement.com newsletters did not reach their intended audiences. As a result, we are adding some stories you may have missed here. We apologize for the inconvenience and thanks for reading WealthManagement.com.
Peter Mallouk of Creative Planning, after years of growing organically, makes his fourth purchase so far this year, but says the firm will avoid going down the private-equity funded, roll-up path that other national RIAs are pursuing.
At SIFMA's annual meeting, U.S. Sen. Tim Scott said there could be additional clarification on the opportunity zone regulations by the end of December.