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.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
