July 7, 2024
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Finance

Peter Mallouk: Why Demand for Financial Advisors Will Only Increase

  • July 2, 2024

Ranked No. 3 on Barron’s 2023 list of top RIA firms, Overland Park, Kan.-based Creative Planning has grown to become one of the nation’s largest RIAs. Established in 1983, Creative Planning had all of $100 million in assets in 2004. Thanks to organic growth, and more recently, an emphasis on dealmaking, the firm today manages

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Investors

Margin Debt Is Rising. It’s a Sign Some Investors Are Amping Up Risk.

  • June 4, 2024

Margin debt, the sum total investors have borrowed from their brokerage firm to buy new shares, is on its way up this year.  Margin debt reached $775 billion in April, the most recent month available. That’s down 1.1% from March, but up 11% from January, according to data from Finra, the brokerage industry’s self-regulatory organization.

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