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Ex-Creative Planning Director Alleges Collusion Among Schwab, Fidelity, His Former Firm, and Others

·7 min read
Ex-Creative Planning Director Alleges Collusion Among Schwab, Fidelity, His Former Firm, and Others
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Stephen Greco accuses Creative Planning, company founder Peter Mallouk, and several custodians of anti-competitive practices, unfair competition, breach of contract, and other misconduct.