Ten More Advisors Leave Goldman Sachs PFM | Wealth Management
The latest defections include three advisors and an analyst who joined Kestra’s Private Wealth Services unit.
Source: wealthmanagement.com
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More Goldman Sachs PFM Advisors Leave
Quotient Wealth Partners, a new RIA created by other Goldman PFM defectors, adds more advisors, as does Meridian and Advisors Capital.
Source: wealthmanagement.com
Arizona-Based Goldman PFM Advisors Jump Ship to Other RIAs
One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.
Source: wealthmanagement.com
Goldman Sachs PFM Team in New Jersey Decamps for RIA Startup
Bruce F. Fitzsimmons and Jamie Rich have joined Quotient Wealth Partners, a Dynasty-backed RIA launched last month by other Goldman Sachs PFM defectors.
Source: wealthmanagement.com
Creative Planning Picks Up Kistler-Tiffany Advisors
With just five deals announced in 2023, Creative Planning is set to grow assets by more than $50 billion
Source: wealthmanagement.com