Two years after buying United Capital in a $750 million deal, Goldman Sachs wants to spread the use of its tools to independent RIA firms.
Private equity firm Warburg Pincus has agreed to acquire a minority stake in Edelman Financial Engines.
Relative to active funds, index funds are significantly more likely to side with firm management on contentious corporate governance votes.
The pandemic has shaken many U.S. adults' confidence in retiring comfortably or on time.