The same private equity players fueling RIA consolidation are likely to next set their sights on the fragmented universe of advisory firm tech vendors, according to a discussion among industry executives at last week’s “Wealthies” Awards' executive f

  By NB  Sep 15, 2023

Despite Goldman Sachs’ sale of its Personal Financial Management unit, the Wall Street firm says it’s doubling down on serving registered investment advisors. “We don’t want to compete with RIAs. But we want to serve RIAs,” said a Goldman Sachs exec.

  By NB  Sep 15, 2023

A rare and candid conversation with one of the top-of-the-food-chain leaders at Wells Fargo.

  By NB  Sep 15, 2023

Reaching career heights and achieving client goals on the road to success.

  By NB  Sep 15, 2023