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Goldman Sachs add Creative Planning to its RIA custody business

Creative Planning is signing on to Goldman Sachs' RIA custody business, marking perhaps Goldman's largest win to date.

United statesOverland parkRichard lofgrenGoldman sachJim williamsMellon pershingTd ameritradeCharles schwab advisor servicesCharles schwabGoldman sachsGoldman sachs advisor solutionsCreative planningFidelity institutionalCapital investment advisorsFolio investing

Alternativ raises $10 million as digitally native RIAs pick up steam

Alternativ secured a $10 million financing round to launch what it calls a “wealth management operating system" and grow its RIA.

Christian haighAlex farman farmaianGabe krambsSchwab advisor servicesAtomi financial groupSan francisco basedAlternativ wealthFidelity institutionalFolio investingSilicon valley types

FAT Brands names new president for Great American Cookies

Allison Lauenstein promoted to new position.

Ken kuickThayer wiederhornMccann worldgroupAllison lauensteinRob rosenTasty brands incPrior to global franchise groupTaco bellDomino pizzaPizza hutService divisionNexcen franchise management incGlobal franchise groupGrey groupDel tacoQuick service division

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