Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 28, 2024

ALTERNATIVE INVESTMENTS

Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs

The models will span investment options ranging from equity SMAs to evergreen alternative funds.

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RIA NEWS

$18B Homrich Berg Adds $4B Team from Truist

Veteran advisor Larry Parkin has come out of retirement to lead Homrich Berg’s Florida operations.

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The BEAT: Views You Can Use
Make sense of the markets with our investment insights.
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RIA NEWS

Management Consulting Firm Alvarez & Marsal Launches RIA

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

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