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New RIA Aggregator Forms, Chooses Goldman Sachs As Primary Custodian

United Advisor Group, which will have $750 million in AUM once committed advisors move over, will be structured as a single-tier partnership.

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Joe Duran to Leave Goldman Sachs

Dave Dase, head of franchise relationships, will take over for Duran, who will still work with Goldman in a consulting capacity.

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Fiori Financial Group Launches as Independent Registered Investment Advisor

Fiori Financial Group Launches as Independent Registered Investment Advisor
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Goldman Sachs Adds Former Raymond James Team to Custody Platform

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian.

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Private Wealth Firm Launches - Los Angeles Business Journal

Private Wealth Firm Launches - Los Angeles Business Journal
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