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To avoid a third straight quarter of disappointing investors on earnings day, Goldman executives have been actively downplaying expectations for results that will be disclosed next week.
July 12
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State regulators accused the wealth management giant of charging customers commissions of $75 or more for small equities transactions.
July 11
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Ian is the co-founder and CEO of Koffie Financial, a finsurtech platform purpose-built for the trucking and transportation industry. With insurance at its core, Koffie's instant and transparent financial services empower truckers with the modern tools and technology necessary to drive efficiency and safety. He is an entrepreneurial leader at the intersection of data, enterprise markets and geospatial analysis.
Previously Ian served as founder/CEO of Urban Mapping, a web-based mapping platform he sold to Pitney Bowes in 2015. Customers included Tableau Software, Google, Microsoft, Apple, Facebook, Kayak, IAC, CoStar Group.
He has also served in a senior role at a startup that acted as outsourced research for the financial services industry, focusing on alternative data to generate alpha for hedge funds.
He blogs on themes relating to data, the whimsical and occasional adventure travel at Post-employment.com and more about his background on LinkedIn.
Ian has an MBA from Babson College, BA from McGill University and attended high school in Ireland and France. He currently lives in Raleigh, NC.
July 11
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All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.
July 11
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Amid a low tide of deals, the giants continue to identify RIAs and other firms giving them more scale and new capabilities.
July 11
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Jeff Jones sees allowing donations to 501(c)3 groups as a way to accommodate advisors coming into the industry from the insurance world.
July 11
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The deal, a mix of cash and equity, will expand the RIA consolidator's growing service offerings to clients.
July 11
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Falk Sonnenschmidt is senior vice president of strategy at device management startup
Everphone .July 11
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The giant asset manager and its rivals like Vanguard and Schwab are all benefiting from offering advisors funds bundled into ready-made strategies.
July 11
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