A year after John Copeland came to AMG with blue-ocean RIA growth plan, the publicly owned asset management giant spins him into new venture
Instead of sitting out frothy M&A market for $4-billion-plus RIAs as AMG exec, the now former president of the RIA unit is hustling, with more diverse backers, to crack the chronically stagnant M&A market for small firms
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Goldman Sachs-Creative Planning deal is bleeding defectors -- 16 more last week, report says -- auguring a 'potential disaster,' analysts warn
Dozens of former 'United Capital' advisors are fleeing at once, but Peter Mallouk is still battling to keep them, and Goldman Sachs may play legal hardball, sources say.
October 4, 2023 at 2:16 AM
BlackRock, Goldman Sachs will curtail DEI HR outreach to comport with new Trump executive order, but neither signals they want to abandon diverse workforce
The world's larget asset manager will subtract racial and gender targets for job interviews but will find new ways to hire candidates that head off 'groupthink.'
March 5, 2025 at 3:20 AM
RIAs keep Goldman Sachs' hopes alive its RIA custody unit will find legs as $55-billion New Edge signs on and Goldman fills vacated No. 2 custody spot
Predictions are aging badly that Goldman Sachs Advisor Solutions might get nixed as big-pipeline RIAs dial it in, and Jeremy Eisenstein comes off the executive bench to be Adam Siegler's right hand.
October 11, 2024 at 1:17 AM
Goldman Sachs RIA custody No.2 resigns, adding to an exodus at the unit, but insiders say this time the ship is showing signs of righting itself
Cooper Rey is the biggest loss to date, after handing in his notice Thursday morning, but Goldman also has good news after five recent custody wins.
July 23, 2024 at 1:40 PM
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