Morning Memo
 
Wealth Management Morning Memo

OCTOBER 10, 2023

RIA NEWS

Goldman Sachs PFM Team in New Jersey Decamps for RIA Startup

Bruce F. Fitzsimmons and Jamie Rich have joined Quotient Wealth Partners, a Dynasty-backed RIA launched last month by another group of Goldman Sachs PFM defectors.

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RPA EDGE

Technology, Government and Societal Changes Forcing Radical Transformations for 401(k) Plans

And why most RPAs are not equipped or, worse, even aware of them.

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EQUITIES

Wall Street Is Worried the Bear Market Has ‘Unfinished Business’

More than 180 stocks in S&P 500 are now trading for less than they were 12 months ago.

FULL ARTICLE

RESOURCE CENTER

The RIA Edge 100: Growing Above and Beyond

The RIA Edge 100 looks to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base.

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Investment Strategies

ALTERNATIVE INVESTMENTS

Top RIAs on The Current Investing Climate: Cresset

CIO Jack Ablin likes private credit, U.S. large caps and public and private equity.

FULL ARTICLE

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