WebDec 11, 2024 · MIAMI BEACH — Joe Duran is thinking big again. After building up United Capital to a $25 billion RIA and then selling it to Goldman Sachs for $750 million earlier this year, Duran now has his ... WebNov 15, 2024 · “We are very proud that InspereX and our BondNav ® platform will be powering the next generation of RIA clients through Goldman Sachs Advisor Solutions,” …
Goldman Becoming RIA Custodians
WebApr 5, 2024 · News April 05, 2024 at 03:59 PM Share & Print. Former Goldman Sachs and United Capital executives Mike Capelle, Jason Gordo and Gary Roth have teamed up to launch Modern Wealth Management, which ... WebFeb 8, 2024 · The Newport Beach, Calif. RIA legend plans to shift from B2C to B2B to fix Goldman's disconnect with RIAs and play to the strengths for him and the bank News, Vision & Voice for the Advisory Community liberty pride and guard
Goldman Sachs gets into the RIA custody game
WebApr 11, 2024 · A Goldman Sachs executive pleaded with the founder of a Focus Financial Partners-backed firm not to ‘go nuclear’ and shatter a sale agreement that was falling apart. It was to no avail. Weeks later, on March 29, Mickey Segal, managing partner of business management firm NKSFB, filed a lawsuit in Los Angeles County court against Goldman … WebMay 2, 2024 · $750m RIA launches on Goldman’s custody platform. By Andrew Foerch. More Top Stories ALEX ROSENBERG, CITYWIRE RIA Editor’s Picks Platforms. Armed with $145m, new alts platform Opto … WebJan 15, 2024 · Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant. News, Vision & Voice for the Advisory Community mchd east