A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyYou’re reading this editionSecondaries DailySecondariesWealth Advisor Daily
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Tuesday, October 6, 2026The Morning Brief →Sign in
asset manager

Goldman Sachs Asset Management

NEW YORK, NY
CRD: 107738
In PWD coverage since September 10, 2026 · 16+ stories
$2.6TRegulatory AUMSEC Form ADV · Oct 3
2,059EmployeesForm ADV
4Deals on our tracker
Regulatory AUM · Aug 16 – Oct 3
Deal recordFull tracker →
Sep 29, 26Deal closedSterling Organization · Cohen & Steers Income Opportunities REIT Inc — coverage
Sep 22, 26Deal closedFCP · Montclif — coverage
Aug 12, 26Deal announcedNeos Investments · $30B — coverage
Aug 12, 26Deal announcedNeos Investments · $30B — coverage
PWD coverage
advisers

Halbert Hargrove built one client's income plan on four unbilled annuities

Fee-based products account for about 1% of annuity premiums, a 2025 LIMRA study finds, while insurers name the RIA channel their likeliest growth market.
RIA · Oct 5Fee-based annuities are about 1% of premiums as insurers court RIAs
the_wrap · Oct 2T. Rowe Price flags private credit in annuities as retirees hesitate to spend
book · Oct 2Goldman Sachs retirement survey: 37% of respondents earning over $500,000 live paycheck to paycheck
the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool
income · Sep 30T. Rowe Price's Wyatt Lee says private credit is becoming a big piece of annuity holdings
Allocators · Sep 30T. Rowe's Wyatt Lee says private credit is becoming a big piece of annuities
Deals & PE · Sep 30Goldman Sachs Asset Management sells 303,000-sf Phoenix center to Cohen & Steers REIT and Sterling
plans · Sep 30Goldman retirement survey ties second jobs to a drop in workers raising 401(k) savings
plans · Sep 30Goldman survey finds share of respondents raising retirement savings falls to 39%
advisor_note · Sep 30Goldman survey: Share increasing retirement savings falls to 39% from 55%
Deals & PE · Sep 23Dallas office finds its clearing price at 63 percent leased
distressed · Sep 16SVP hires Goldman's distribution chief to run everything but the investing
general_account · Sep 14Growth equity's insurance pitch runs into the capital charge
the_tape · Sep 11Active ETFs Are Winning by Being Less Active
active · Sep 10Goldman's AI pitch is really a case for the active wrapper
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Retirement Capital Daily, in your inbox every weekday. Free.