InspereX, the Delray Beach, Florida-based successor to merged bond firms InCapital and 280 CapMarkets, has licensed its BondNav fixed-income market technology to Goldman Sachs Advisor Solutions, the firm’s RIA custodial unit.
Goldman Sachs will be the only custodian with a white-labeled version of BondNav, which aggregates the retail, middle market and institutional bond markets, allowing advisers to find the bonds they want and increasing their productivity, InspereX said in a release.
Along with licensing BondNav, Goldman Sachs increased its equity position in InspereX, the company said.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
New report shows dimmed outlook for benefits to retirees and disabled Americans, creating further pressure for federal tax hikes or more borrowing.
Open letter to SEC Chair Paul Atkins questions whether the Ivy League university withheld material information prior to its $750 million taxable bond offering.
The Las Vegas-based hybrid RIA overseeing $8.8 billion in assets has named Andy Kalbaugh president to help scale its advisor platform.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
