Finance News
Goldman Sachs Plans to Court RIAs with Alternative Investments, Customization
“We see the broad RIA community as a very attractive client base for Goldman Sachs,” according to President and COO John E. Waldron.
By NB
May 31, 2024
New Dynasty-Backed RIA Sued By Former Firm
Salomon & Ludwin has filed a lawsuit against former employees who launched Founders Grove Wealth Partners, claiming they breached employment contracts and stole trade secrets.
By NB
May 31, 2024
The Estate Tech Revolution Is Picking Up Speed
Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.
By NB
May 31, 2024
UBS Makes Karofsky and Khan Wealth Co-Heads in Management Shakeup
Iqbal Khan, who previously had sole charge of the key wealth unit, will now also become president of the Asia Pacific region.
By NB
May 31, 2024