Dakota Wealth, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty Financial Partners announced some executive changes.
Allianz said it has made a small number of changes to its distribution leadership structure “to better align with our strategic goals for new market growth.”
Despite Goldman Sachs’ sale of its Personal Financial Management unit, the Wall Street firm says it’s doubling down on serving registered investment advisors. “We don’t want to compete with RIAs. But we want to serve RIAs,” said a Goldman Sachs exec.
By combining the right strategies and embracing change, RIAs can adapt to the evolving market landscape and create a legacy that withstands the test of time.
Advisors, reps and leaders from throughout the industry discussed diversity, equity and inclusion issues during a think tank held in conjunction with the 2023 WealthManagement.com Industry Awards.
Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms.
