For many former United Capital advisors who found themselves at GSPFM, the partnership has not been the harmonious union they had hoped for. As everyone knows, these advisors initially joined United Capital as independent business owners seeking a sense of community and collaboration, all conveniently offered under the visionary leadership of Joe Duran. United Capital…
The struggle to reinvent a firm trapped by its own mythology Goldman sachs has always seen itself as exceptional. When the bank floated its shares in New York in 1999 it declared: “We have an uncompromising determination to achieve excellence in everything we undertake.” Conspiracy theorists have long paid it the backhanded compliment of imagining…
Its attempts to diversify out of volatile businesses and into consumer lending have disappointed. Jan 26, 2023 Thirteen years ago, when Rolling Stone described Goldman Sachs as a “great vampire squid wrapped around the face of humanity, relentlessly jamming its blood funnel into anything that smells like money” the description stuck, not just because it…
What does the open architecture of the Goldman Sachs’ One platform mean for in-house advisors? A Landmark Deal Creative Planning and Goldman Sachs Forge Unprecedented Partnership. Creative Planning, helmed by visionary CEO Peter Mallouk and managing an impressive $210 billion in AUM, has entered into a strategic alliance with Goldman Sachs. Creative Planning will now…
What does the open architecture of Goldman Sachs’ One platform mean for in-house advisors? A Landmark Deal Creative Planning and Goldman Sachs Forge Unprecedented Partnership. Creative Planning, helmed by visionary CEO Peter Mallouk and managing an impressive $210 billion in AUM, has entered into a strategic alliance with Goldman Sachs. Creative Planning will now be…
