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Articles published 8/2022


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David Solomon: Over the course of the next three years to five years, it will be an area that we see opportunity in.

Goldman Sachs CEO confirms RIA custody service back-burnered amid exec exits, cut budgets and slipped deadlines relating to wealth management

David Solomon says resources will be 'small' for years, which leaves Folio acquisition twisting in the wind as Greg Vigrass and others leave -- amid parallel departures at its national RIA.

August 4, 2022 – 12:29 AM

Walt Bettinger is playing his crypto cards carefully.

Schwab's late entry into the 'crypto' game with a 'spaghetti' product just might be primo

With investors undeterred by crypto winter, the SEC offering wiggle room and Fidelity, a largely unopposed giant, threatening to run away with the market, CEO Walt Bettinger makes a bold leap from even two years ago.

August 3, 2022 – 1:59 AM

Stephanie Link made a key hire to allow Hightower to deliver an alternative to vanilla alternative investments.

Tuning its 'machine' business model, Hightower Advisors just hired an ex-Carlyle due-diligence maven for alts investing to offer an alternative to the CAIS and iCapital standard inventory

The $141-billion AUA Chicago aggregator sees a big future of $50-million-and-up UHNW clients, and it want to maximize RIA access to premier alts managers.

August 2, 2022 – 2:24 AM

Anders Jones: We can help [ RIA clients] get the right coverage.

Facet Wealth throws a lifeline to struggling 'insurtech' firm amid an industry shakeout; Facet is delivering a mother lode of referrals and asking nothing in return

Policygenius does the heavy lifting and keeps commissions, but the national RIA has 500 CFP-administered financial plans that include executed insurance policies for younger clients.

August 2, 2022 – 1:47 AM

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