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Goldman profits surge, driven by equity trading
The asset and wealth division helped drive the results, posting its highest quarterly revenue in two years on a gain tied to the sale of its Personal Financial Management unit.
RIAs to have a rollicking year
In the wake of Fisher Investments deal chatter, 2024 will likely be studded with significant transactions involving registered investment advisors.
Creative Planning paves multilane road for old United Capital advisors
'We’ll wind up with two completely separate RIAs,' says Creative Planning CEO Peter Mallouk.
What kind of relationship do you and your acquirer have?
What's becoming evident is how tricky it is for wealth management firms to make the right match.
Are LPL and Osaic in the hunt for the old United Capital?
One analyst pegs the purchase price for Goldman's RIA in the range of $270 million to $360 million.
