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.
Bank of America was an anchor investor for a new $100 million fund managed by Mendoza Ventures, which backs companies with founders from minority and other diverse backgrounds in the financial technology, artificial intelligence and cybersecurity industries.