Wealth and Asset Management
Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus
What’s in a custodian’s name? When you’re an advisor working with upper-high-net-worth clients considering a move to independence, it may mean more than people traditionally think. Nate Lenz, CEO of Concurrent, said his firm’s decision to add Goldman Sachs as a custody option has been a draw for some…
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