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.
Orion and RFG Advisory tackle account-opening delays with new updates as custodial integrations reshape how fast advisors can move client assets.
The deal extends the acquisitive mega-RIA's rapid 2026 expansion as industry consolidation hits record levels nationwide
As recent Middle East tensions put the Strait of Hormuz back in focus, a structured process with purpose can help protect investors against their natural self-sabotaging tendencies in choppy markets.
ESG-focused Longwave Financial, approaching $1B AUM, acquired Seattle-based MG Financial and hired a client services manager from an LPL-affiliated firm.
Tokenization goes mainstream with regulators watching prompting some firms to take a proactive approach.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
