Goldman is currently working on a version of Marcus Invest that takes an advisor relationship into account, said Joe Duran, head of Goldman Sachs Personal Financial Management.
Advisors need better ways to optimize retirement income if they hope to hold on to a grayer client base. Our tech columnist looks at two innovators that have taken up the challenge.
In this week’s fund news, long-time active manager Putnam to launch ETFs, Cubs owner Tom Ricketts merges his bond broker with 280 CapMarkets, and iCapital, CAIA introduce a new alt investing education platform.
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