WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 15, 2020

REGULATION AND COMPLIANCE

How Many RIA Jobs Were Supported by PPP Loans Remains a Mystery

The data shows more than 80,000 jobs in the investment advice industry were "retained" due to the small business loan assistance—but that number comes with a huge asterisk.

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INDUSTRY

Goldman Sachs Plays Up Wealth Management Success

Revenue at the wealth unit of Goldman Sachs, which includes the old United Capital, rose 7% year-over-year to $1.1 billion, while assets under management rose by $49 billion sequentially to $558 billion.

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SPONSORED CONTENT

Expert Advice for Managing Your Practice During a Health Crisis

This eBook provides a powerful roadmap for helping clients mitigate uncertainty in an unstable market, work toward their goals, and stay focused on their long-term objectives.

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ALTERNATIVE INVESTMENTS

The REAL Inflation Story

Do investors need gold in their portfolio?

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SPONSORED CONTENT

When It Pays to Outsource

Find the tipping point for being rep as PM on smaller accounts.

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