How a top wealth manager is telling rich clients to navigate AI chaos
Markets Insider·2026-02-26 15:42

Peter Mallouk, the billionaire CEO of wealth management firm Creative Planning, says AI isn't like any past technology cycle — it's far more transformational, and that calls for investors to take action in their portfolios. Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent. "I think it's more than the internet, where the internet made everybody more efficient, or Microsoft with all t ...

How a top wealth manager is telling rich clients to navigate AI chaos - Reportify