Citywire This Week in Wealth

Goldman goes long (and short) to win Fidelity biz, plus LPL and AlTi updates 

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Ian and Alex discuss the sale, or not, of listed wealth manager AlTi Global (formerly known as Tiedemann), plus Goldman Sachs’ plans to offer long-short SMAs to its RIA custody clients—a move that just happens to coincide with Fidelity putting an indefinite pause on such business. And Alec dials in to give an update on LPL’s partnership with Anthropic and whether this changes the conversation about AI’s impact on wealth management.
27 Feb English United States Investing

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