A longtime executive of Goldman Sachs Private Wealth Management has been selected by the firm to help lead the Personal Financial Management unit, formerly known as United Capital. David Fox (pictured), who ran the southwest region at Goldman’s UNHW-focused Private Wealth Management division, will become head of advisors in a […]
Advisor
Customer relationships are a key asset for companies in the financial advising and wealth management industry. In California, however, the law is making it increasingly difficult to stop departing employees from soliciting customers after going to a competing firm. Courts are striking down non-solicitation and even confidentiality agreements that prohibit […]
