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Articles tagged "Goldman Sachs"


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Alan Spoon: The only question is when we choose to do so.

Focus Financial VC backer says IPO still on the table after private auction yields no sale

After three private equity firms passed on the deal for the $50-billion aggregator, Polaris Venture Partners' Alan Spoon seems to be calling shots and comfortable with its options

September 6, 2012 at 1:53 AM

Jordan Szekely brings investment banking acument, wealth management experience and relative youth to Evercore.

Evercore makes a wealth management hire from Goldman Sachs who's fluent in investment banking

The big $3.6-billion NYC RIA is looking to get cooler, smarter and more in touch with the entity that owns a major chunk of it

August 23, 2012 at 3:20 AM

Rudy Adolf has made Focus Financial a giant among buyers, but now it may be looking for its own buyer.

Summit Partners is reportedly shopping around its stake in Focus Financial

Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this

May 24, 2012 at 4:24 AM

Jason Lahita: Words like "egregious," "sloppiness," and "stupid" were used ... by Jamie Dimon.

How JPMorgan's PR mojo downgraded a $3-billion PR typhoon to a five-day squall

Availability, self-criticism and starting from a position of credibility all helped short-circuit the relentless media laser

May 23, 2012 at 3:01 AM

Iconiq's San Francisco offices are little more than a receptionist's desk and a row of trading screens -- but it's more than enough to manage the assets of Facebook's billionaires.

How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street

Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence

May 18, 2012 at 4:08 AM

Jason Lahita: Would [The New York Times] have published [the op-ed] four years ago? I doubt it.

Opinion: How Goldman Sachs exposed its jaw to a massive PR blow from The New York Times' op-ed page

The investment banking giant showed reporters little respect for years, and bringing on a new communications chief came a little too late

March 19, 2012 at 4:37 PM

Danny Sarch: It was a ballsy thing to do.

RIAs line up behind Greg Smith as Goldman Sachs reels from exec's New York Times op-ed grenade

The advisory community indulges in a bit of schadenfreude as a departing executive director slams the wirehouse culture

March 15, 2012 at 3:01 PM

Josh Brown: It's not that I'm so great, but I've seen a lot of ugliness.

'Reformed Broker' and blogger 'Downtown' Josh Brown joins BrightScope's advisory board

On the same day he posts a scathing blog entry about the infamous Goldman Sachs op-ed, financial advisor/web celeb announces his association with the controversial data tracker

March 15, 2012 at 5:24 AM

Mitchell Caplan: That's what happened with E*Trade and it validates us and lets us know we're doing the right thing.

What ex-E*TRADE CEO Mitchell Caplan says emboldened him to lead an $83 million management coup of Jefferson National

By pouring in capital from a former Goldman Sachs leader and others into a bigger sales effort, Caplan believes sales of annuities through RIAs are set to explode

January 17, 2012 at 8:26 PM

Justin Berman on Goldman Sachs: When I first started there, we could do no wrong.

A Goldman Sachs advisor breaks away, sits out for 90 days and builds a $1-billion-plus RIA

Justin Berman's firm has thrived by investing his own family's money alongside that of clients

November 15, 2011 at 4:21 AM

Jim O'Neill: I don't think the Fed's hands are tied at all.

Goldman Sachs' O'Neill gives optimistic report on conference call despite Standard & Poor's downgrade of US bonds

China's strong growth is the real leading indicator but the economist admits to losing some sleep

August 9, 2011 at 2:36 PM

Jim Lumberg: Our ambition is to become the leading provider of aggregation performance reporting and billing solutions in the marketplace, and we’re investing accordingly.

Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow

The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond

July 6, 2011 at 4:17 PM

Lee Hennessee: “My ignorance was that I didn’t think somebody would lie to you in writing”

An RIA that paid the price for falling for the Bayou scam speaks out

Who should be accountable for finding fraud? Two who have been through the ordeal say responsibility should rest with those best-positioned to discover it, like the clearing firms

November 18, 2010 at 5:28 AM

In an interview with Elizabeth MacBride, above, Charles Ferguson says that because Obama blew it, reforming Wall Street will likely take decades.

DC Current: A damning view of financial services from Inside Job's director, Charles Ferguson

Film connects the dots leading to the crisis and lays blame at the doors of some unlikely candidates

November 5, 2010 at 5:00 AM

Gerri Leder: In the tradition of Bill Clinton’s 1992 campaign disclosure, I’d like to confess that I experimented with profanity a time or two, but I didn’t email ...
August 2, 2010 at 5:15 AM

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