Career moves

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

It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.

The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.

Bleakley Financial Group also picked up an ex-hedge fund portfolio manager while expanding its national footprint.

The number is behind previous years, but the firm’s new head of business development says independence is more appealing amid the coronavirus.

Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.

The No. 1 IBD has completed three of the sector’s 10 largest recruiting moves of the year.

It’s the latest team to exit the wirehouse as profit suffers.

The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.

The group includes an advisor who started his career at Merrill in 1977.