“By selling United Capital and by selling PFM … it allows us to take the resources and the investment we might’ve geared toward growing that and add it to our investment in ultra-high-net-worth growth,” said Goldman CEO David Solomon.
Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.
Charles Schwab execs say RIA asset attrition ahead of the Labor Day conversion was less than expected, even with a “substantial” number of RIAs actively booted in the TD Ameritrade merger.
