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The $6.6-trillion Omaha RIA outsourcer and the emerging RIA custodian have vast advantages over each other but also have a growing affinity.
Advisors got a rock-bottom price on Goldman's top-notch fixed asset management that was too good to consider leaving behind.
The New York City investment bank is filing FINRA arbitrations with abandon as RIA departures pile up, but the squid may not get much sympathy -- in court or the court of public opinion.
The Creative Planning CEO only paid a 'not material' price to Goldman Sachs to make a potentially quantum leap ahead toward dominance in the 'national RIA' race
The New York City bank now owns a unit that had slowing growth pre-deal but may face fresh headwinds carrying the baggage of its new owner.
The Chicago 401(k) robo-advisor became a ‘plug-in’ versus a ‘platform,’ relegating it to a guest role, a pragmatic move, yet, perhaps, diminishing its destiny.
Will Goldman Sachs pay 18-times EBITDA for your RIA? No, but Goldman’s United Capital buy suggests the consolidation winds are shifting
For years, the United Capital CEO sought a financial partner that would carry his firm to a multi-billion dollar IPO and him to greatness. In the end, he settled on the high bid and murky role inside a Wall Street machine
The $800-million acquisition follows the New York investment bank's March purchase of S&P's model portfolio business, $33-billion of assets managed largely for RIAs
In 2018 Goldman Sachs has seen more than a dozen advisors jump ship over to form RIAs; Bicknell rejuvenated RIA shows off spring-loaded M&A; Focus Finacial shares take on water but weather storm
Solomon is the perfect fit for the advent of 'an enlightened wirehouse', but it's the same old Goldman, say experts, with the sly understanding that the phrasing has oxymoronic overtones.
Automated advisors only know you so well -- but it's enough and you know exactly what you're getting, says a paper written by Morgan Lewis attorneys
The conundrum: In the dawn of the Age of Transparency, alts makers still favor pulling down the shades, and charging a premium for the disservice
The Boston giant's resolute move is a 'blue-ocean' strategy that may give it an edge with advisors looking for a one-stop, one-statement approach to AI management
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