Crestview Partners Backs Modern Wealth Management
The firm's client experience will be guided by a team such as CFPs, tax planners, risk managers, CFAs, estate planners and others.
Source: themiddlemarket.com
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MaxMyInterest Appoints United Capital Co-Founder Mike Capelle to Advisory Board
New York, NY (PRWEB) April 14, 2022 -- MaxMyInterest (“Max”), an intelligent cash management and optimization platform for individual investors and financial
Source: prweb.com
Goldman Sachs names new product management leaders in consumer, wealth
From: Tucker York and Stephanie Cohen To: All CWM, Firmwide Engineering MDs and PMDs January 19, 2021 CWM Product Management Leadership In our division, and across all of Goldman Sachs, clients and customers are at the center of everything we do. While we may engage them in different ways – some more advisor led and others digitally led –a world class digital offering is critically important to every single one of our clients, customers and employees. To build on and enhance our track recor...
Source: businessinsider.com