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United Capital veterans launch RIA aggregator with big goals

Three veterans of United Capital and Goldman are launching a new private-equity backed company whose business model is focused on acquisitions. ....

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Edelman Invests in Lumiant, A New Approach To Client Engagement

Ric Edelman takes notice, investing an undisclosed sum in the Australian startup post its American debut. ....

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Goldman Sachs Names New Head of Personal Financial Management Advisors

David Fox, a region head for Goldman Sachs Private Wealth Management, will lead Personal Financial Management Advisors in a newly created role. ....

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Jewish Communal Fund Appoints Rachel Schnoll as CEO

/PRNewswire/ Jewish Communal Fund, one of the largest donor advised funds in the country, announced today the appointment of Rachel Schnoll as CEO,. ....

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Goldman's Robo Will Be Retrofitted for Its Advisors

Goldman’s Robo Will Be Retrofitted for Its Advisors
Goldman is currently working on a version of Marcus Invest that takes an advisor relationship into account, said Joe Duran, head of Goldman Sachs Personal Financial Management.
Goldman Sachs launched its new automated investment advice platform, Marcus Invest, this week, for clients with as little as $1,000. But the firm is working on a version for its in-house advisors, said Joe Duran, head of Goldman Sachs Personal Financial Management.
Of course, the unit’s 400 advisors can refer clients to Marcus Invest today, but they don’t get the personalization and human touch within the robo application. And the advisor currently doesn’t have visibility into the platform. ....

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