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What s in My Wealthstack: Keeping The Tech Simple

Ron Chandler, president of Summit Investment Management, assesses the technology his $75-million-AUM firm uses.

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Top Independent Advisory Firm Creative Planning Expands Strategic Collaboration with Goldman Sachs via New Custody Relationship

/PRNewswire/ Creative Planning (Creative), one of the largest industry leading Registered Investment Advisors (RIAs) in the country, today announced a new.

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Sargent Investment Group Adds Goldman Sachs Advisor Solutions as their Primary Custody Provider

/PRNewswire/ Sargent Investment Group (SIG), a $1bn RIA, today announced the addition of Goldman Sachs Advisor Solutions (GSAS) as a custody provider. The.

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ASHTON THOMAS PRIVATE WEALTH EXPANDS WITH GOLDMAN SACHS ADVISOR SOLUTIONS AS A CUSTODY PROVIDER TO HELP SERVE WEALTH MANAGERS

/PRNewswire/ Ashton Thomas Private Wealth ("Ashton Thomas") seeks to attract high-profile, sophisticated advisory teams with Goldman Sachs Advisor Solutions.

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