The Long View: Peter Mallouk - The Financial Advice Industry Is 'Still Very Messy'

The founder and CEO of Creative Planning on scaling up an RIA giant, why AI in financial advice is ‘inevitable,’ and whether financial advisors will face fee compression in the years ahead.

[@jonnagap87]

Excellent interview! Mallouk is one of those rare financial figures who seems like a real straight shooter who really takes his fiduciary responsibility seriously. I have almost never heard him dish out questionable/risky advice.