Dias Wealth is a financial services firm dedicated to simplifying the complex world of financial planning. Dias Wealth, a leading financial services firm headquartered in Lake Mary, Florida, is excited to announce the expansion of its services to two Florida cities, Tampa and Palm Beach. The strategic rollout comes in response to the company’s strong…
Tag: wealth
Edelman Financial Engines Acquires PRW Wealth Management
Edelman Financial Engines LLC on Thursday announced the acquisition of PRW Wealth Management LLC, a registered investment adviser headquartered in Quincy, Massachusetts. PRW manages more than $500 million in assets under management for approximately 200 clients, including individuals, families, endowments and foundations, and business owners. The firm provides a range of wealth management capabilities, focusing…
Goldman reports lackluster wealth management results
Despite having a record haul from management fees in the third quarter, Goldman Sachs’ Asset and Wealth Management division saw a 20% decline in its net revenues. That plummet was primarily due to losses in both public and private equity investments, much of the latter in real estate. With its 20% year-over-year drop, Goldman’s net…