Wealth Management IQ and Discovery Data have compiled a list of RIAs that are experiencing outsized growth while keeping sight of their first priority: the client.
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.
The Examinations Division will continue to focus on ESG and look for firm policies that are 'reasonably designed' to comply with the SEC's marketing rule.
United Advisor Group, which launches with $750 million in AUM, wants Goldman's full suite of integrated wealth management services, including alternative investments and asset-backed lending.
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