Goldman Now Powering Ayco And Other RIAs
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.
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Warburg Pincus acquires stake in Edelman Financial Engines
Private equity firm Warburg Pincus has agreed to acquire a minority stake in Edelman Financial Engines.
RIA Reads: Index investing makes CEOs more powerful
Relative to active funds, index funds are significantly more likely to side with firm management on contentious corporate governance votes.
1 In 5 Americans Have Had To Delay Or Cancel Retirement
The pandemic has shaken many U.S. adults' confidence in retiring comfortably or on time.
Kansas City area financial adviser for pro athletes accused of fraud that cost millions
A Kansas City area financial adviser is accused of defrauding clients — including some professional athletes.
Big Firms Accelerate Diversity Recruiting
New recruiting initiatives have been announced across the retirement and investment world in recent days.
Merrill alleges Wells Fargo advisors improperly poached clients
Merrill also filed a claim for damages and sought a permanent injunction against Wells Fargo.
