Goldman TAMP Partner GeoWealth Adding Direct Indexing, Private Markets By End of Q2

Published on April 4, 2025

The CEO of GeoWealth and Goldman Sachs Asset Management executives are championing their approach to get alternative investments and more personalization down market via RIAs.

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Employment Report: 228K Jobs Added in March, More Than Expected

April 4, 2025
The latest employment report showed that 228,000 jobs were added in March, exceeding the expected 137,000 addition. Meanwhile, the unemployment rate unexpectedly inched up to 4.2%.

Why AI Isn’t Your RIA’s Top Technology Priority

April 4, 2025
RIAs should address insufficient, misaligned and overcomplicated technology before adopting AI.