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RIAs to have a rollicking year

RIAs to have a rollicking year
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Alois-pirker , Larry-roth , Peter-mallouk , Goldman-sachs-group , Cetera-financial-group , Goldman-sachs , Merrill-lynch , Cetera-holdings , Fisher-investments , Wall-street , Echelon-partners , Fisher-investment

King of Kansas

Peter Mallouk, owner of Creative Planning, owns a piece of a baseball team and has built a firm potentially worth billions.

United-states , Missouri , University-of-kansas , Kansas , Overland-park , Kansas-city , Egypt , American , Egyptian , Peter-mallouk , Famer-wade-boggs , David-devoe

Creative Planning picks up $1 billion Pennsylvania RIA

Creative Planning said Tuesday it has acquired a Pennsylvania firm, Kistler-Tiffany Advisors, with close to $1 billion in assets.

Berwyn , Pennsylvania , United-states , Philadelphia , Andy-reder , Goldman-sachs , Goldman-sachs-group-inc , Goldman-sachs-group , Kistler-tiffany-advisors , Creative-planning , Personal-financial-management , United-capital-financial-partners

Goldman confirms rumors of Stein's departure

Goldman confirms rumors of Stein's departure
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Marc-nachmann , Goldman-sach , Laurence-stein , Management-committee , Goldman-sachs , Wall-street , Wealth-management , Personal-financial-management , United-capital-financial-partners , Creative-planning , Will-bousquette ,

Creative Planning paves multilane road for old United Capital advisors

Creative Planning CEO Peter Mallouk says the firm will provide three options for the old United Capital advisors.

United-states , Peter-mallouk , Jodie-papike , Goldman-sachs , Goldman-sachs-group-inc , Creative-planning , Financial-management , Personal-financial-management , Goldman-sachs-group , United-capital-financial-partners , United-capital ,

Another key executive to leave Goldman asset and wealth group?

The New York Post reported that another senior executive at Goldman Sachs Asset & Wealth Management was considering leaving.

New-york , United-states , Salisbury , Mashonaland-east , Zimbabwe , Mike-koester , Laurence-stein , David-solomon , Marc-nachmann , Luke-sarsfield , Goldman-sachs-group-inc , New-york-post

CNBC Daily Open: Despite Monday's bounce, stocks are still shaky

Markets are trying to make up for a dismal August but that might prove a difficult feat. September’s a historically bad month for stocks.

California , United-states , China , Michael-zdinak , Julian-emanuel , David-solomon , Simeon-gutman , Krisztina-katai , Bob-pisani , Tesla-energy , Morgan-stanley , Goldman-sachs

wealth business: Goldman Sachs strikes wealth advisory deal as it revamps strategy

The Wall Street bank, which did not disclose the sale price, said the sale to Creative Planning LLC is expected to close in the fourth quarter and result in a gain.

India , David-solomon , Daniel-fannon , Marc-nachmann , Goldman-sachs-co , Reuters , Creative-planning , Goldman-sachs , Gotshal-manages , Wall-street , United-capital-financial-partners , Wealth-management

CNBC Daily Open: Despite Monday's bounce, stocks are still wobbly

Markets are trying to make up for a dismal August but that might prove a difficult feat. September’s a historically bad month for stocks.

Japan , Chicago , Illinois , United-states , China , Michael-zdinak , Julian-emanuel , Brad-smith , Simeon-gutman , Krisztina-katai , David-solomon , Morgan-stanley

Goldman Sachs to sell part of wealth business to focus on 'super-rich clients' as it revamps strategy

Goldman Sachs to sell part of its wealth business to independent wealth manager Creative Planning as part of a strategy refresh to focus on targeting the super rich.

David-solomon , Marc-nachmann , Goldman-sachs-co , Reuters , Goldman-sachs , Creative-planning , Gotshal-manages , Wall-street , United-capital-financial-partners , Goldman-sach-global-head , Wealth-management , Wall-street-bank