Dave Dase, head of franchise relationships, will take over for Duran, who will still work with the firm on a new coordinated effort to bring Goldman’s capabilities across divisions to the RIA community.
Learn more about this once in a lifetime bull market for advice at WealthManagement EDGE, May 21-24, 2023 at The Diplomat Beach Resort, Hollywood, Fla. #bullmarketforadvice
Wealth Management IQ and Discovery Database have compiled a list of RIAs that are experiencing outsized growth while keeping sight of their first priority: the client.
Preparing to celebrate its 50th anniversary this year, MAI Capital Management has grown by at least 170% since 2017 while maintaining an impressive level of client service, adding capabilities and developing a strong acquisition model.
.png){kind=small}
.png){kind=small}
