Results for "goldman sachs'"

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Old money, new money

December 7, 2019

In 2017, adviser Frank Ghali left Goldman Sachs after 17 years to start his own registered investment advisory firm, Jordan Park, in San Francisco. A year later, on the other side of the country in New York City, Eric Bodner and Ben Sax walked...

Thriving in a bifurcated economy: Services versus stuff

December 2, 2019

There's a lot of discussion lately about the disparity between the haves and have-nots, whether it's about the wealth gap, with the top 1% controlling nearly as much wealth as the middle and upper-middle classes put together, or the separation...

UBS joins Credit Suisse in focus on lowest ranks of wealthy

December 2, 2019

UBS Group plans to offer scaled-back services to a broader group of wealthy clients, joining Credit Suisse Group in changing how it targets the lowest ranks of the rich. Starting early next year, clients in Switzerland who have between $500,000...

To survive in the land of the giants, RIAs must be vigilant

November 30, 2019

The announcement of Charles Schwab Corp.'s $26 billion acquisition of TD Ameritrade Holding Corp. has sparked a flurry of questions in the registered investment adviser community. Are other custodial mergers coming? Is the survival of smaller...

Muni market's new way around Trump ban

November 27, 2019

Anyone who agreed to buy the bonds sold by Washington state this month has a long wait until they see a return on their investment: the nearly $400 million of securities won't be delivered until March 2021. The delay is the result of an increasingly...

New big kid on the block

November 23, 2019

Financial advisers' newest competition isn't a technology startup or consumer giant like Amazon or Google, as many have been fearing. Their latest challenge comes from one of the oldest names on Wall Street. [More: Why we sold to Goldman Sachs]...

There's a 'turf war' coming in financial advice

November 20, 2019

A "turf war" is brewing in the financial advice industry as firms across the advice continuum, from discount brokers and robo-advisers all the way up to private banks, have started branching into new market segments — a trend that will challenge...

Google partners with Citigroup to offer consumer checking accounts

November 13, 2019

Google has partnered with Citigroup Inc. and a local California credit union to offer consumer checking accounts, a person familiar with the matter said. [More: Could Google get into fund management?] The product will launch in 2020 with Citigroup...

Rachel Schnoll takes over FinLife

November 13, 2019

Goldman Sachs' Rachel Schnoll shares her thoughts on United Capital's FinLife platform.

Ken Fisher has a big bet on a risky corner of Wall Street

November 8, 2019

Billionaire Ken Fisher made his name and fortune picking stocks. But over the years he's also become a huge player in an arcane — and controversial — corner of Wall Street: exchange-traded notes. With little fanfare, his Fisher Investments...

Veteran Goldman Sachs executive to head United Capital FinLife tech

November 5, 2019

Goldman Sachs is officially an adviser technology vendor. The bank announced at Schwab Impact that it has named Rachel Schnoll, a 20-year Goldman veteran who most recently served as head of retail product strategy for Goldman Sachs Asset Management,...

UBS looking to deploy fintech to reach mass affluent

October 31, 2019

Like many firms, UBS Global Wealth Management is looking to improve its digital financial planning capabilities, eliminate paper, and make it easier for more investors to access financial advice, the firm's technology executives said on Wednesday...

Goldman Sachs sued for 'unlawful' 401(k) management

October 29, 2019

Goldman Sachs has been sued for the alleged "unlawful" management of its company 401(k) plan related to the plan's use of in-house actively managed mutual funds, which the lawsuit says provided the firm with a financial benefit at the expense...

Private bankers are chasing the uber-rich in Germany

October 28, 2019

Its economy is contracting and the nation's largest lenders are a mess. And yet banks from BNP Paribas to JPMorgan Chase & Co. are scrambling to win business from Germany's ultra-wealthy. Deutsche Bank, Goldman Sachs and Rothschild & Co. are...

Is it time for Ken Fisher to step down?

October 25, 2019

Two weeks after Ken Fisher's infamous comments at the Tiburon CEO Summit took social media by storm the question has evolved from "How could he?" to "How could he still be the company's chairman?" "For Ken Fisher, it's already too late," said...

Fisher divestment tops $3 billion after Texas pension bolts

October 25, 2019

The state pension fund of Texas is pulling $350 million from Fisher Investments as more investors flee the firm following vulgar comments from its founder. "With respect to our fiduciary duty, we are defunding Fisher Investments," the pension...

Goldman joins retreat from Fisher's firm

October 25, 2019

Goldman Sachs Group Inc. is joining the exodus from Ken Fisher's firm. The Wall Street bank said Friday in a regulatory filing that it will be dropping Fisher Asset Management as the underlying manager of Goldman Sachs Multi-Manager Global Equity...

Saying goodbye to Jud Bergman

October 21, 2019

On Oct. 16, Jud Bergman was memorialized in his hometown of Chicago. He and his loving wife Mary lost their lives when their taxi was struck by an impaired driver on the Bay Bridge in San Francisco. Almost everybody in wealth management has...

eMoney Advisor unveils Project Avocado for mobile budgeting

October 17, 2019

Offering a playful nod to millennial fondness of a certain green vegetable, eMoney Advisor showed off its new mobile budgeting app called Project Avocado at its annual conference for advisers. The financial planning technology vendor, which...

New way to invest in ETFs has backing of BlackRock and others

October 1, 2019

Dan McCabe is on a quest to transform your finances. The chief executive officer of Bedminster, N.J.-based Precidian Investments has a new way to invest that could make thousands of mutual funds obsolete, and he's persuaded the likes of BlackRock...

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