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.
Cerulli research shows advisor retirements and breakaway movement fueling record M&A demand across the wealth management industry.
“The father even shared office space with the son and used a Medallion Guarantee stamp on the client’s account statements,” an attorney said.
The investment banking arm of RBC is ramping up its hiring across the U.S., Canada, and Europe.
The 140-year-old firm catering to ultra-high-net-worth clients joins a growing roster of wealth managers and tech providers plugging Claude into advisor workflows.
Three broker-dealers secure teams across the country as the recruiting race shows no signs of slowing.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
