comparemela.com

Page 3 - Folio Financial News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Creative Planning Adds Goldman Sachs as Custodian

Adding Goldman Sachs Advisor Services to custodians TD/Schwab and Fidelity will allow Creative Planning to offer more institutional investment solutions.

John waldronPeter malloukJohn langstonJim williamsGoldman sachTd ameritradeRepublic capital groupGoldman sachs groupUnited advisors groupGoldman sachs advisors servicesCharles schwabFidelity institutional wealth servicesGoldman sachsKansas based creative planningCreative planningLabor day

$1B Maryland RIA Adds Goldman Sachs as Custodian

Sargent Investment Group expects to move the majority of its assets from TD/Schwab to Goldman Sachs by the end of the year.

Brian mcgregorRicardo rosenbergRaymond jameChristopher sargentJeremy eisensteinMellon pershingGoldman sachsGoldman sachs advisor solutionsSargent investment groupTd ameritradeFiori financial groupUnited advisor groupLabor dayWells fargoPersonal financial managementUnited capital

Goldman Sachs, with $1B RIA custody win, grows UHNW reach

As the RIA market expands rapidly, Goldman Sachs Advisor Solutions is gaining ground with more RIAs seeking bespoke services for ultrahigh net worth clients.

United statesOverland parkScott dubaMichael kingScott wetzelGlenn spencerCooper reyGoldman sachsGoldman sachs advisor solutionsFidelity investmentsNorthern trust corporationTd ameritradeGlobal banking markets division at goldman sachsCharles schwabWells fargoCapital investment advisors

Prime Capital Investment Advisors Adds Goldman Sachs as Custodian

After growing nearly 800% in five years, PCIA adds Goldman to improve services and access.

Glenn spencerBeverly hillsJeremy eisensteinScott dubaRaymond jameCooper reyGoldman sachs advisor solutionsGoldman sachsMerrill lynchUnited advisor groupPrime capital investment advisorsFolio financialMargaux fioriLawing financialPrime capital wealthQualified plan advisors

Cerulli says smaller custodians can add more RIA assets

The current share of 84% of the industry's holdings at Charles Schwab, Fidelity, Pershing and LPL may not stay so big forever, according to Cerulli Associates.

United statesRaymond jamesThomas mooreMellon pershingMarina shtyrkovMorgan stanleyCharles schwab advisor servicesCompany of americaGoldman sachsCerulli associatesTd ameritradeCharles schwabSchwab advisor servicesFidelity institutionalFor advisorsBetterment for

vimarsana © 2020. All Rights Reserved.