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          • James Gorman, Chairman and CEO Morgan StanleyMorgan Stanley’s Gorman Tops Dimon as Best-Paid Big Bank CEO
          • Reading financial newsThis Week’s Top Stories: Morgan Stanley Boots Texas Broker, Merrill’s 2020 Growth Numbers and More
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          • Lars Olson of Sanctuary Wealth Partners in Marion, OHSanctuary Hires $435-Mln Merrill Team, Snowden Lures Another from Retirement
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Goldman Sachs

Return to offices
1/5/21 | Coronacrash, News | Goldman Sachs

Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year

Philadelphia, Pa.
Goldman Sachs, UBS

UBS Hires $7.5 Million Goldman Sachs Team in Philadelphia

12/21/20 | Advisor Moves, News | 3 Comments

Two advisors had been managing $1.7 billion in client assets, according to an announcement from UBS.

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U.S. Stocks High
Goldman Sachs, JP Morgan

U.S. Equities ‘Toppy’ Short-term: Goldman, JP Morgan Analysts

12/8/20 | News

U.S. equity positioning looks “extremely” stretched after the recent rally to an all-time high, which increases the risk of a modest pullback in the next month, according to Goldman Sachs Group Inc.

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Miami, Florida.
Goldman Sachs

Goldman Plots Florida Base for Asset Management in a Blow to New York

12/7/20 | News | 3 Comments

Goldman Sachs Group Inc. is weighing plans for a new Florida hub to house one of its key divisions, in another potential blow to New York’s stature as the de facto home of the U.S. financial industry.

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GOLDMAN SACHS logo
Goldman Sachs

Goldman Names Mallory, Flynn to Run Private Wealth Management

12/3/20 | News

Goldman Sachs Group Inc. named John Mallory and Meena Flynn as co-heads of global private wealth management, a business that’s key to the bank’s aim to diversify revenue streams beyond its core strengths of dealmaking and trading.

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Goldman Sachs

Goldman Adds a Wealth Boss, Shakes Up Divisions

9/29/20 | News | 2 Comments

Goldman Sachs Group Inc. shuffled its business lines and announced a raft of management changes, carving out new divisions aligned with a strategy pivot unveiled earlier this year.

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GOLDMAN SACHS logo
Goldman Sachs

Goldman Consumer Chief to Give Up Post in Leadership Change

9/28/20 | News | 1 Comment

The executive who helped guide Goldman Sachs Group Inc.’s embrace of Main Street is giving up his post in a management shuffle at the consumer unit.

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GOLDMAN SACHS logo
Goldman Sachs

Goldman Appoints Broker to Manage Seattle Office

9/15/20 | Advisor Moves, News | 1 Comment

Lifetime Goldman advisor in Dallas shifts to manage and expand the powerful investment bank’s wealth businesses in the Pacific Northwest.

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UBS Bank
Goldman Sachs, Merrill Lynch, UBS

UBS Snags $3 Billion-Asset Team in D.C. from Goldman

8/24/20 | Advisor Moves, News | 3 Comments

UBS turns the head of a Goldman veteran who said no to Morgan Stanley three years ago and of a Merrill Lynch up-and-comer in St. Louis.

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New Jersey-based ShoreHaven Wealth Partners includes (left to right) Laurence Durso, his son, Michael, Michael Lombardi and client associate Sheryl Iannuzzelli.
Dynasty FP, Goldman Sachs, Morgan Stanley, Wells Fargo

Morgan Stanley Loses Two Multi-Million-Dollar Teams, Gains a Goldman Broker

7/20/20 | Advisor Moves, News | 2 Comments

Father-son team in New Jersey producing $3.5 million go RIA with Dynasty and Texas group with $1.75 million join Wells, but wirehouse lands $4 million Goldman broker in Philly

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Morgan Stanley
Goldman Sachs, Merrill Lynch, Morgan Stanley

Morgan Stanley Wealth Revenue Jumps 6% Amid Pandemic

7/16/20 | News

Morgan Stanley’s capital strength is attracting wealth management clients, and advisors, says CEO James Gorman.

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GOLDMAN SACHS logo
Goldman Sachs

Goldman Q2 Wealth Revenue Jumps from 2019, Falls from Q1

7/15/20 | Coronacrash, News

Market appreciation and assets from Goldman’s 2019 purchase of United Capital boosted wealth revenue from a year ago, but it was off 9% from first quarter on Covid effects.

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CORONACRASH NEWS

  • Merrill Touts Success of Growth Strategy in Pandemic-Afflicted Year

    Merrill Touts Success of Growth Strategy in Pandemic-Afflicted Year

    Jan 19, 2021
  • Raymond James Slashes CEO Pay 17% in Turbulent Year

    Raymond James Slashes CEO Pay 17% in Turbulent Year

    Jan 8, 2021
  • Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year

    Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year

    Jan 5, 2021
  • J.P. Morgan Bank Broker Cleared of Coronavirus Crash Claim

    J.P. Morgan Bank Broker Cleared of Coronavirus Crash Claim

    Dec 4, 2020
  • Edward Jones Broker Count Up 5%, Firm Pauses Branch Growth

    Edward Jones Broker Count Up 5%, Firm Pauses Branch Growth

    Nov 5, 2020

NEWS

  • Morgan Stanley’s Gorman Tops Dimon as Best-Paid Big Bank CEO

    Morgan Stanley’s Gorman Tops Dimon as Best-Paid Big Bank CEO

    Jan 23, 2021
  • This Week’s Top Stories: Morgan Stanley Boots Texas Broker, Merrill’s 2020 Growth Numbers and More

    This Week’s Top Stories: Morgan Stanley Boots Texas Broker, Merrill’s 2020 Growth Numbers and More

    Jan 23, 2021
  • RIA Deal-making Hits Record Despite Pandemic

    RIA Deal-making Hits Record Despite Pandemic

    Jan 22, 2021
  • Wells Fargo Recoups $2.5 Million from New Jersey Duo

    Wells Fargo Recoups $2.5 Million from New Jersey Duo

    Jan 22, 2021
  • Former Wells Client Associate Files Overtime Class-Action Suit

    Former Wells Client Associate Files Overtime Class-Action Suit

    Jan 22, 2021

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Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry.
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Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.
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A financial literacy and commentary show that features a number of investors, financial experts, professional athletes, business owners and more.
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