Goldman strikes deal to sell unit that offers financial advice to the masses
The sale of a registered investment advisory business to a Kansas wealth management firm is part of a renewed focus at Goldman on the ultrarich.
Source: yahoo.com
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Creative Planning to Buy Goldman's Personal Financial Management Unit
The former United Capital business bought by Goldman in 2019 will bring Creative Planning’s total assets to nearly $275 billion.
Source: wealthmanagement.com
Goldman sells RIA group to Creative Planning
Goldman Sachs said Monday it was selling its RIA, Personal Financial Management, to Creative Planning, a leading RIA.
Source: investmentnews.com
Creative Planning Expands Tax Expertise With Latest Acquisition
The deal to acquire will bring more tax-focused investment strategies to Creative Planning’s client base.
Source: wealthmanagement.com
Top Independent Advisory Firm Creative Planning Expands Strategic Collaboration with Goldman Sachs via New Custody Relationship
/PRNewswire/ -- Creative Planning (Creative), one of the largest industry leading Registered Investment Advisors (RIAs) in the country, today announced a new...
Source: prnewswire.com