Goldman Sachs is offering discounts on its comprehensive technology stack to RIAs that place given levels of client assets into mutual funds and ETFs.
In light of COVID-19, the SEC hasoutlined "regulatory and compliance questions and considerations" for SEC-registered Firms.
Bill Bengen, the “father” of the 4% rule, the safe withdrawal rate for retirement savings, actually used 4.5$ for his clients.
The RIA Custodian raked in $12 billion in new assets in the third quarter, with a good portion likely due to incoming RIAs.