The financial planning firm, founded by Peter Mallouk, launches an eight-figure national television campaign and is, for the first time, looking to buy other RIAs.
Hybrid RIAs can maintain both a brokerage and advisory business - giving them the opportunity to create the future they imagine for themselves and their clients.
MoneyGuideOne is a "lighter," less-expensive iteration of the firm's popular planning software; on the opposite end, a more feature-rich MoneyGuideElite is coming soon.
