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Goldman Sachs Lures $650M Morgan Stanley Team to Custody Platform

Published: November 20, 2023

The newly created RIA, Stablepoint Partners, said Goldman’s research, investments and white glove service stood out.

Source: wealthmanagement.com

Related Topics:

Padi RaphaelGoldman SachDavid SolomonRichard LofgrenHenry WheelwrightChristopher GriffithAdam SieglerGoldman Sachs Advisor SolutionsMorgan StanleyGoldman SachsCreative PlanningPersonal Financial ManagementUnited CapitalPrivate Wealth ManagementOne Goldman Sachs Registered Investment Advisor

Independent advisory firm launches in Massachusetts with $650m in assets

Published: November 20, 2023

Two advisors previously affiliated with Morgan Stanley have set up an independent advisory firm in Massachusetts.

Source: investmentnews.com

Related Topics:

United StatesRichard LofgrenAnnemarie DalyClairea SmithHenry WheelwrightChristopher GriffithAllyson CellucciGoldman SachsGriffith Wheelwright Group Under Morgan StanleyMorgan StanleyGoldman Sachs Advisor SolutionsStablepoint PartnersGriffith Wheelwright Group