See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Goldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering.
The firm’s board is already conducting a search for his successor. Additionally, Greg Davis has been appointed as president in addition to his current role as chief investment officer.
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.
There isn’t a way to make K-1s shorter or less complex. But advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.
