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Goldman Sachs shakeup is big play for independent advisors

Joe Duran, the former head of United Capital, the RIA that Goldman bought in 2019, is stepping back from his role as a bank partner but will continue as a consultant. Here's what that change and others mean for advisors.

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United Advisor Group Launches as Independent Registered Investment Advisor, Chooses Goldman Sachs Advisor Solutions as Custodian

/PRNewswire/ Today, United Advisor Group announced the initial transitions of advisors to its recently created Independent Registered Investment Advisor..

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New RIA Aggregator Forms, Chooses Goldman Sachs As Primary Custodian

United Advisor Group, which will have $750 million in AUM once committed advisors move over, will be structured as a single-tier partnership.

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Fiori Financial Group Launches as Independent Registered Investment Advisor

Fiori Financial Group Launches as Independent Registered Investment Advisor
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Goldman Sachs Adds Former Raymond James Team to Custody Platform

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian.

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