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Pershing wins $27-billion Steward Partners RIA custody account after Goldman Sachs boots launch and pressure built for an alternative to 'jilted' Raymond James

Goldman's effort to capitalize on No. 3 TD Ameritrade's absence, starting with (among others) Steward, is for now going to the actual new No. 3, BNY Mellon's Pershing

Author Oisin Breen October 4, 2022 at 10:35 PM
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Gregory Banasz: Goldman's RIA custodian will officially launch in 2023.


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