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Goldman Sachs COO John Waldron could become CEO in January, RIABiz reports

RIABiz says Waldron oversaw the Folio Institutional acquisition and the Creative Planning custody deal.

RIABiz reports that Goldman Sachs COO John Waldron could become the firm’s chief executive in January, citing press reports.

RIABiz says Waldron oversaw the Folio Institutional acquisition and the Creative Planning custody deal.

The RIABiz report uses “could” and does not describe a completed change; the January timing remains unconfirmed and the report offers no commitment from Goldman on its custody strategy.

Reported by The Advisor's Note desk from RIABiz and Wealth Advisor Daily tracking. Published . Corrections

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Goldman COO John Waldron could become chief executive in January, RIABiz says

RIABiz, citing press reports, says Waldron oversaw the Folio Institutional acquisition and the Creative Planning custody deal.

Advisors

DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

LPL, Cetera, Osaic and Raymond James compete with consolidators for the same practices, while $5 billion-plus sellers set a record, DeVoe says.

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Mercer Advisors: roughly half of H1 2026 net new assets came from custodian referrals

S&P says the fees paid to custodian partners could limit Mercer's margin expansion, the cost side of a channel the firm says supplies half its growth.

Advisors

Merrill raises 2027 growth-award bar to $7.5M and 4 net households

The core grid stays flat, and the $150 million Elite Award becomes three categories paying a 50% premium.

Advisors

Beacon Pointe to buy $1B WorthPointe without founder Van Slyke

Terms were not disclosed, and the Austin and Tyler offices become new Beacon Pointe locations.

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