Joe Duran’s plan for Goldman Sachs advisers: Q&A
After its acquisition in July 2019, United Capital became Goldman Sachs Personal Financial Management division, combining the then-RIA’s emphasis on getting personal with the Wall Street bank s 150-year legacy. The Personal Financial Management unit is growing via acquisitions and Joe Duran outlines how advisers can benefit.
May 5, 2021 7 MINS
Goldman Sachs & Co. has plans to grow its Personal Financial Management unit via acquisitions and the division’s CEO Joe Duran outlines how acquired firms can benefit from the referrals his firm provides, as well as its infrastructure and systems.
In January, Goldman Sachs brought together the Personal Financial Management unit and Ayco, the Goldman Sachs-owned corporate financial counseling division. Under one umbrella, the unit’s co-heads are Larry Restieri, who has led Ayco since 2018, and Duran, who built registered investment adviser United Capital before
4 Things We Learned from Goldman Sachs Record First-Quarter Earnings fool.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from fool.com Daily Mail and Mail on Sunday newspapers.
Bitcoin, GameStop, robos: Update on fintech reg
Given the events so far this year, regulation of these topics is likely top of mind for policymakers under Biden, according to experts.
March 15, 2021 4 MINS
As fintech innovation moves at an accelerated pace after a year of pandemic-driven lockdowns, regulators are, per usual, catching up.
Regulation of these expanding areas in fintech will determine a lot about the future of wealth management and advisers, a panel of experts said during an
“Every time there’s a new technology, regulators have to come up with a new regulation on how to regulate that technology,” said Lilya Tessler, partner at Sidley Austin. “By the time the regulation gets proposed, goes through a comment period and is adopted by firms, it’s stale and the technology’s moved on to another iteration.”
Goldman Sachs is losing 2 consumer banking execs to Walmart. Here s a look at how the powerhouse Wall Street bank has been making a Main Street push. insider@insider.com (Business Insider)
Goldman Sachs CEO David Solomon is taking big steps to transform the bank.
Goldman has been pushing into consumer banking and wealth management.
Here s the latest news on Goldman Sachs.
Popular Searches
It s taken big steps involving transparency and inclusion to change up its culture. After its first-ever investor day in early 2020, the firm is looking to execute on targets including multi-year cost-cutting plans. And it s making big pushes into businesses like wealth management and consumer banking.
Wall Street won t intimidate retail giant Walmart this time around business-standard.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from business-standard.com Daily Mail and Mail on Sunday newspapers.