How Goldman Sachs Is Getting Cozy With Main Street Investors and Their Money
By Devon PendletonThe push is happening via Joe Duran's United Capital, now Goldman Sachs Personal Financial Management, and its 360 advisors.
February 02, 2021
Schwab's CEO Clarifies Its Response to Reddit-Inspired RallySchwab and TD Ameritrade did "restrict certain advanced options strategies," CEO Walt Bettinger said about the firms' actions last week.
February 02, 2021
O'Shaughnessy Custom Indexing Platform Tops $1BFirm's CEO sees further growth ahead, as "investors will no longer want to settle for investing fully in someone else's formula. Investors will want their own."
February 01, 2021
Bill Good Marketing Names New CEOCOO Franz Widmaier takes the baton from founder Bill Good, who remains chairman.
January 28, 2021
How Should Advisors React to the GameStop Squeeze?Reach out to your clients before they reach out to you, advisor Douglas Boneparth tells ThinkAdvisor.
January 28, 2021
Fiduciary Advocates Call for Renaming SEC's Reg BIBrian Hamburger, Ron Rhoades and Knut Rostad say Gary Gensler, if confirmed as SEC chief, should rebrand the rule.
January 28, 2021
Schwab, TD Ameritrade Put Brakes on Some GameStop TradingMeanwhile, Wells Fargo has stopped its advisors from making recommendations to clients to buy GameStop or AMC.
January 28, 2021
3 Practice Management Trends to Watch in 2021Some trends started before the COVID-19 pandemic, but the digital revolution caused by the crisis has sped up their development.