wall street skyline
NEW YORK, NY – SEPTEMBER 9: Two men look out the window of the 63rd floor of One World Trade Center toward Manhattan prior to an event to commemorate the federal government's return to One World Trade Center, September 9, 2016 in New York City. U.S. Customs and Border Protection, Federal Office of Emergency Management, and General Services Administration will have office space at One World Trade Center. (Photo by Drew Angerer/Getty Images)
Drew Angerer/Getty Images

Good morning and welcome to Insider Finance. I’m Dan DeFrancesco, and here’s what’s on the agenda today:

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Goldman Sachs gives an update on its grand plans

David Solomon
REUTERS/Danny Moloshok

We’re one year out from Goldman Sachs’ big blowout of its long-term plans at its 2020 investor day.

And while a lot has happened since January 2020, that doesn’t mean it’s not worth checking in on how one of Wall Street’s top banks is doing when it comes to its future plans.

From the future of its consumer bank, Marcus, to thoughts on SPAC mania, we've got the rundown of all the important nuggets from Goldman's fourth-quarter and full-year earnings report. 

Click here to read the entire story.


Merrill Lynch's pipeline for thousands of new advisors is 'in limbo' as the firm overhauls its training program and deals with ongoing cold-call violations

Brian Moynihan, the chief executive of Bank of America.
Brian Moynihan, the chief executive of Bank of America.
Joshua Roberts/Reuters

Financial advisor trainees at Merrill Lynch Wealth Management keep calling people they shouldn't, and it's turning into a big problem. Read more here.


Just 15% of financial advisors are women. A 40-year veteran of Merrill Lynch who just came out of retirement explains how to change that.

cynthia hewitt snowden lane partners profile 4x3
Snowden Lane Partners; Samantha Lee/Insider

There is a significant lack of women financial advisors. Cynthia Hewitt, a forty-year veteran of Merrill Lynch, wants to change that. See more here


Odd lots:

Citrix Is in Talks to Buy Vista's Wrike for $2 Billion-Plus (Bloomberg)

Blackstone's Pre-Covid-19 Portfolio Shifts Have Turned Out Well (WSJ)

Hedge fund Elliott pulls out of Hong Kong (FT)

Read the original article on Business Insider