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Creative Planning Joins Fidelity Referral Program
News May 13, 2024 at 04:33 PM
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What You Need To Know
- The $300 billion RIA already has a referral relationship with Schwab; neither affects the fees paid by clients.
- CEO Peter Mallouk, meanwhile, expects a third dominant custodian to emerge.
- Creative Planning isn't actively seeking a new custodian, Mallouk says.
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