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Goldman Mulls Sale of Former United Capital Business
By Janet LevauxIt bought the RIA, led by Joe Duran until early 2023, for $750 million, about four years ago.
August 15, 2023
RIA Taps Ex-BlackRock Private Wealth Head for CEO SlotSageView Advisory Group appointed John Longley as its CEO and named founder Randy Long as its chairman.
August 15, 2023
RIA Aims to Expand Access to UHNW InvestmentsNewEdge focuses on investing in structured notes, for instance, and creating strategies that use them.
August 14, 2023
UBS to Pay $1.44B to Settle DOJ Mortgage-Bond CaseThe bank was accused of "knowingly and repeatedly" making false and fraudulent statements about the loans backing the securities.
August 14, 2023
Wall Street Hates Saying 'ESG' But Is Hardwiring It Into FinanceThe finance industry is now grappling with a second year of attacks on ESG by key Republicans and state attorneys general.
August 07, 2023
What's Behind the Wirehouses' Great Comeback?The four Wall Street entities have all recently reported record levels of revenues, earnings, assets, new households and financial advisors.
August 04, 2023
CI's Private Wealth Unit Has a New NameThe group was rebranded with a name derived from the term "client oriented," it says.
August 01, 2023
A Different Way Parents Can Help With RetirementStephen Dunbar says adult children of parents who are both wealthy and healthy should explore this option.