CFP Board Announces $500,000 Gift for College Scholars Program
The donation from financial professionals Charles and Judy Goldman will provide financial assistance to college students seeking CFP certification.
Tag: Goldman Sachs
Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales
Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the...
Gen Z Savers Starting Strong, But Risk Being Overly Optimistic
Although Gen Zers are showing a strong start to retirement savings, they still may be too aggressive in their financial...
Betterment to Acquire Robo-Investing Accounts from Goldman Sachs
Goldman is shedding Marcus Invest accounts less than one year after exiting its personal finance management division; will keep Marcus...
Advisory M&A News – 2/12/24
Former Goldman wealth adviser creates RIA for business owners; Private Advisor Group adds $120M firm; and CBIZ bolsters tax and...
Voya, Goldman Start 2024 With Leadership Moves
Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth...
Market Watchers See Return to ‘Normal’ in ’24
Retirement savings portfolios may see less volatility next year, according to Bank of America, Goldman, LPL and Vanguard.
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3
The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.
Investment Product and Service Launches
North American Company introduces Goldman Sachs index; Jackson enhances Perspective variable annuity benefit suite; Altruist launches multiple account bundling.
Goldman Sachs Sells Personal Financial Management Unit to Creative Planning
The transaction is expected to close in the year’s fourth quarter.
Goldman Looks to Shed RIA Arm, Will Continue Third-Party Custody Push
While the firm is looking to divest the results of its 2019 acquisition of United Capital, it will continue to...
Goldman, Charlesbank to Invest in Pensionmark Parent World Insurance
The combined Goldman capital infusion would add up to $1 billion, fueling growth plans for areas such as retirement and...
Adviser Product Partnerships
RIA Burney gives Goldman Advisor Solutions another win; LPL advisers now have access to PreciseFP client engagement tools; Cetera adds...
Adviser Product Partnership
HilltopSecurities works with Broadridge Financial; DFD Partners partners with AdvisorHub; Advyzon, TradePMR launch expanded integration; and more.
Advisory M&A
Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial...
SEC and Goldman Sachs Settle for $4 Million for ESG Policy Infractions.
GSAM did not follow its own policies in selecting funds with ESG label despite appealing to those policies in promotional...