comparemela.com

Latest Breaking News On - கோல்ட்மேன் சாக்ஸ் தனிப்பட்ட நிதி மேலாண்மை - Page 1 : comparemela.com

BMO, Kestra, Putnam, Breckinridge Tap New CIOS | Chief Investment Officer

BMO, Kestra, Putnam, Breckinridge Tap New CIOS | Chief Investment Officer
ai-cio.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ai-cio.com Daily Mail and Mail on Sunday newspapers.

Goldman s Brand Could Shape Its Success in RIA Custody Offering

Goldman’s Brand Could Be Its Biggest Benefit or Achilles’ Heel in Attracting RIAs Goldman Sachs has been quietly building RIA custodial services behind the scenes, with big-name hires and plenty of resources; but can it overcome its Wall Street heritage to appeal to independent advisors? Last May, Goldman Sachs announced its acquisition of Folio Financial’s clearing and custody technology, and since then the Wall Street firm has been quietly building out a custody offering for registered investment advisors, poaching top executives from some of the largest RIA custodians in the country. And while Goldman has made no formal announcement around its RIA custodial service, industry observers say it s a smart strategy; there’s room for Goldman and other smaller custodians to pick up market share from some of the larger, rapidly consolidating players; for instance, some advisors have complained of subpar service levels at Schwab in the midst of its integration with TD

Joe Duran s plan for Goldman Sachs advisers: Q&A

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

© 2024 Vimarsana

vimarsana © 2020. All Rights Reserved.