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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Peter Mallouk

In network coverage since August 14, 2026 · 10 stories
Network coverage
Recruiting & transitions

Goldman COO John Waldron could become chief executive in January, RIABiz says

RIABiz, citing press reports, says Waldron oversaw the Folio Institutional acquisition and the Creative Planning custody deal.
RIA · Oct 8Goldman's John Waldron could replace David Solomon as CEO as early as January
RIA · Oct 6Creative Planning hires Ovi Vitas as chief marketing officer
RIA · Sep 24Creative Planning's 1,000 partners are the real acquisition strategy
M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut
Retirement Advisers · Sep 15RVK's institutional seats are the asset Creative Planning bought
M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book
Practice management · Aug 19Schwab ends sub-$5-million RIA referrals starting in 2027
RIA · Aug 19Schwab ends sub-$5 million referrals to RIAs in 2027
RIA · Aug 14Schwab targets $1 trillion in self-directed assets for its RIA
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