WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | The same private equity players fueling RIA consolidation are likely to next set their sights on the fragmented universe of advisory firm tech vendors, according to a discussion among industry executives at last week’s “Wealthies” Awards' executive forums. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | Despite Goldman Sachs’ sale of its Personal Financial Management unit, the Wall Street firm says it’s doubling down on serving registered investment advisors. “We don’t want to compete with RIAs. But we want to serve RIAs,” said a Goldman Sachs exec. FULL ARTICLE |
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| INDUSTRY | | | | Jenny Surane | | Staffers in the global wealth-management division will remain at UBS’s offices at 1285 Avenue of the Americas, in midtown Manhattan. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by iShares by BlackRock | | Join us tomorrow, as we unlock the secrets of the transformed fixed income landscape in 2023, revealing unparalleled yield opportunities and strategies to fine-tune portfolios, all presented by our expert panel in an engaging and interactive webinar. REGISTER NOW |
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