Goldman Sachs Advisor Solutions news and trends

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Goldman Hands Off Personal Finance Unit to Creative Planning

August 28, 2023
Goldman Sachs is selling its personal finance business to investment adviser Creative Planning. The deal, announced Monday (Aug. 28), comes one week after the news that Goldman was considering a sale of its personal finance management (PFM) business in its shift away from retailing banking. According to a news release, Creative is one of the largest registered investment advisers (RIA) […]