MAY 13, 2024

Goldman Insists It Has No Plans to Launch an RIA

Elaine Misonzhnik

At its inaugural investor forum for the RIA community, the firm presented its vision of playing a bigger role as an advisor to RIA practitioners.

FULL ARTICLE

Industry

CI Financial Expects to Pay Off What Is Still Owed on U.S. M&A Deals January 2025

Patrick Donachie

The debt is the “final piece” connecting CI to U.S. wealth management business Corient, CEO Kurt MacAlpine said on an earnings call.

FULL ARTICLE

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Industry

$28B Merrill Lynch Team Leaves For JPMorgan

Rob Burgess

Based in Los Angeles, Eric Gray and Lance Polverini specialize in ultra-high-net-worth clients.

FULL ARTICLE

RIA Channels

AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi

David Bodamer and Rob Burgess

The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients.

FULL ARTICLE

What's in My WealthStack?

Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen

Rob Burgess

CFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.

FULL ARTICLE

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