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.

logo.png  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.

logo.png  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.

logo.png  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.

logo.png  By NB  May 31, 2024

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