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Why Goldman Bought, and Sold, United Capital
Analysis May 13, 2024 at 03:34 PM
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What You Need To Know
- Executives of the bank thought they could best serve RIAs by buying one. The reality was not what they expected.
- Goldman has pivoted to serving RIAs as a custodian and trusted advisor.
- The firm is not looking to compete with Schwab or Fidelity in the RIA space, President and COO John Waldron says.
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