Goldman representatives say the custody operation is on track for success, but don’t disclose details.
Prime Capital Investment Advisors Adds Goldman Sachs as Custodian
After growing nearly 800% in five years, PCIA plans to move about $1 billion in client assets to Goldman Sachs to improve custodial services and access.
Announcing 2023’s Plan Adviser of the Year Award Winners
The 2023 Retirement Plan Adviser of the Year winners were announced in six categories Wednesday night at the annual PLANADVISER Industry Leader Awards dinner in New York City.
Fed Lifts Interest Rates Yet Again: What the Experts Are Saying
Although the Fed raised interest rates for a 10th consecutive meeting, it finally opened the door to a pause in its tightening campaign.
Succession’s huge plot twist is more realistic than you’d think
There’s real-life precedent that shows why a CEO can cause huge share price swings when they depart.
Stocks finished the quarter surprisingly strong. What’s next?
After a stormy 2022, US stocks gained during the first quarter of 2023 in a surprise show of resilience despite a banking crisis, cryptocurrency meltdowns and uncertainty about what’s ahead for the economy.
Fed Hikes Interest Rates Yet Again: What the Experts Are Saying
The Fed tweaked its hawkish policy on interest rates even as the fight against inflation took precedence over turmoil in the banking sector.
Prime Capital Investment Advisors Buys Cornerstone Comprehensive Wealth Management
With $400 million in assets, Cornerstone is the 15th acquisition in PCIA history and builds on roughly 500% growth in just five years.
Prime Capital Investment Advisors appoints Lahr as Kansas City market president
Lahr has 34 years of experience in sales and leadership positions. He has been with Prime Capital (and predecessor firm Lawing Financial) since 2004, working as a financial adviser.
Joe Harrish Named To KC Business Journal Top Advisor List
Harrish spent 21 years on active duty in the U.S. Air Force, earning recognition as its #1 Services Company Grade Officer of the Year.